KF
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Krilogy Financial’s IDEX IEX Stock Holding History

Krilogy Financial’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$217K Sell
1,081
-103
-9% -$20.3K 0.01% 870
2025
Q4 		$231K Buy
+1,184
New +$202K 0.01% 824
2017
Q4 		– Sell
-219
Closed -$27K – 800
2017
Q3 		$27K Sell
219
-57
-21% -$6.66K 0.01% 432
2017
Q2 		$31K Sell
276
-36
-12% -$3.78K 0.01% 381
2017
Q1 		$28K Hold
312
– – 0.01% 377
2016
Q4 		$28K Hold
312
– – 0.01% 377
2016
Q3 		$29K Sell
312
-52
-14% -$4.7K 0.01% 387
2016
Q2 		$30K Hold
364
– – 0.01% 383
2016
Q1 		$30K Buy
+364
New +$27.3K 0.01% 332

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Krilogy Financial's IEX Position: Q1 2026 in Review

Krilogy Financial reduced its IDEX (IEX) stake by 8.7% in Q1 2026, selling an estimated $20.3K and leaving 1,081 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #870.

Krilogy Financial first reported a position in IEX in Q1 2016 and has held it in 9 quarters since. The position peaked at $231K in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Krilogy Financial held 1,081 shares of IDEX worth $217K as of Q1 2026.
  • Krilogy Financial sold 103 IDEX shares in Q1 2026, an estimated $20.3K.
  • IDEX made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #870 holding.
  • Krilogy Financial first reported a position in IDEX in Q1 2016 and has held it in 9 quarters since.
  • Krilogy Financial's IDEX position peaked at $231K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.