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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
Q2 		– Sell
-1,081
Closed -$217K – 1109
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Krilogy Financial's IEX Position: Q2 2026 in Review

Krilogy Financial sold out of IDEX (IEX) in Q2 2026, closing a stake of 1,081 shares — an estimated $217K sold.

Krilogy Financial first reported a position in IEX in Q1 2016 and held it in 9 quarters. The position peaked at $231K in Q4 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Krilogy Financial reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 1,081 IDEX shares in Q2 2026, an estimated $217K.
  • Krilogy Financial first reported a position in IDEX in Q1 2016 and held it in 9 quarters.
  • Krilogy Financial's IDEX position peaked at $231K in Q4 2025.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.