Laurel Wealth Advisors (North Carolina)’s IDEX IEX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-150	Closed	-$26.7K	–	405
2025 Q4	$26.7K	Buy	+150	New	+$25.6K	﹤0.01%	397
2025 Q2	–	Sell	-150	Closed	-$27.1K	–	413
2025 Q1	$27.1K	Hold	150	–	–	﹤0.01%	379
2024 Q4	$31.4K	Hold	150	–	–	﹤0.01%	361
2024 Q3	$32.2K	Hold	150	–	–	0.01%	358
2024 Q2	$30.2K	Hold	150	–	–	0.01%	335
2024 Q1	$36.6K	Hold	150	–	–	0.01%	325
2023 Q4	$32.6K	Hold	150	–	–	0.01%	318
2023 Q3	$31.2K	Hold	150	–	–	0.01%	319
2023 Q2	$32.3K	Hold	150	–	–	0.01%	322
2023 Q1	$34.7K	Hold	150	–	–	0.01%	319
2022 Q4	$34.3K	Hold	150	–	–	0.01%	293
2022 Q3	$30K	Hold	150	–	–	0.01%	297
2022 Q2	$27K	Hold	150	–	–	0.01%	314
2022 Q1	$29K	Hold	150	–	–	0.01%	316
2021 Q4	$35K	Hold	150	–	–	0.01%	295
2021 Q3	$31K	Hold	150	–	–	0.01%	302
2021 Q2	$33K	Hold	150	–	–	0.01%	315
2021 Q1	$31K	Hold	150	–	–	0.01%	306
2020 Q4	$30K	Buy	+150	New	+$28.5K	0.01%	302

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IEX Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of IDEX (IEX) in Q1 2026, closing a stake of 150 shares — an estimated $26.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IEX in Q4 2020 and held it in 19 quarters. The position peaked at $36.6K in Q1 2024. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 150 IDEX shares in Q1 2026, an estimated $26.7K.
Laurel Wealth Advisors (North Carolina) first reported a position in IDEX in Q4 2020 and held it in 19 quarters.
Laurel Wealth Advisors (North Carolina)'s IDEX position peaked at $36.6K in Q1 2024.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.