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 Q3	$351K	Buy	+1,489	New	+$339K	0.01%	790
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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Krilogy Financial's IEX Position: Q3 2026 in Review

Krilogy Financial opened a new position in IDEX (IEX) in Q3 2026: 1,489 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in IEX as recently as Q1 2026.

Krilogy Financial first reported a position in IEX in Q1 2016 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Krilogy Financial held 1,489 shares of IDEX worth $351K as of Q3 2026.
IDEX was a new Krilogy Financial position in Q3 2026.
IDEX made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #790 holding.
Krilogy Financial first reported a position in IDEX in Q1 2016 and has held it in 10 quarters since.
126 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.