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Lloyd Advisory Services’s IDEX IEX Stock Holding History

Lloyd Advisory Services’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
-10
Closed -$1.97K – 805
2026
Q1 		$1.97K Buy
+10
New +$1.97K ﹤0.01% 663
2024
Q2 		– Sell
-8,800
Closed -$2.15M – 140
2024
Q1 		$2.15M Buy
8,800
+7,393
+525% +$1.67M 0.46% 27
2023
Q4 		$306K Sell
1,407
-1,869
-57% -$377K 0.14% 83
2023
Q3 		$682K Buy
+3,276
New +$711K 0.22% 107

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

Lloyd Advisory Services's IEX Position: Q2 2026 in Review

Lloyd Advisory Services sold out of IDEX (IEX) in Q2 2026, closing a stake of 10 shares — an estimated $1.97K sold.

Lloyd Advisory Services first reported a position in IEX in Q3 2023 and held it in 4 quarters. The position peaked at $2.15M in Q1 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Lloyd Advisory Services reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 10 IDEX shares in Q2 2026, an estimated $1.97K.
  • Lloyd Advisory Services first reported a position in IDEX in Q3 2023 and held it in 4 quarters.
  • Lloyd Advisory Services's IDEX position peaked at $2.15M in Q1 2024.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.