LPL Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.5M | Sell |
15,415
-543
| -3% | -$115K | ﹤0.01% | 3142 |
|
|
2026
Q1 | $3.02M | Buy |
15,958
+2,338
| +17% | +$462K | ﹤0.01% | 3121 |
|
|
2025
Q4 | $2.42M | Sell |
13,620
-5,661
| -29% | -$967K | ﹤0.01% | 3214 |
|
|
2025
Q3 | $3.14M | Buy |
19,281
+1,332
| +7% | +$225K | ﹤0.01% | 2901 |
|
|
2025
Q2 | $3.15M | Sell |
17,949
-2,119
| -11% | -$376K | ﹤0.01% | 2699 |
|
|
2025
Q1 | $3.63M | Buy |
20,068
+366
| +2% | +$72.9K | ﹤0.01% | 2410 |
|
|
2024
Q4 | $4.12M | Buy |
19,702
+2,363
| +14% | +$517K | ﹤0.01% | 2231 |
|
|
2024
Q3 | $3.72M | Sell |
17,339
-589
| -3% | -$119K | ﹤0.01% | 2215 |
|
|
2024
Q2 | $3.61M | Buy |
17,928
+106
| +0.6% | +$23.2K | ﹤0.01% | 2111 |
|
|
2024
Q1 | $4.35M | Buy |
17,822
+4,145
| +30% | +$936K | ﹤0.01% | 1896 |
|
|
2023
Q4 | $2.97M | Sell |
13,677
-3,730
| -21% | -$752K | ﹤0.01% | 2088 |
|
|
2023
Q3 | $3.62M | Buy |
17,407
+4,652
| +36% | +$1.01M | ﹤0.01% | 1804 |
|
|
2023
Q2 | $2.75M | Buy |
12,755
+163
| +1% | +$34.3K | ﹤0.01% | 1988 |
|
|
2023
Q1 | $2.91M | Buy |
12,592
+4,724
| +60% | +$1.07M | ﹤0.01% | 1860 |
|
|
2022
Q4 | $1.8M | Buy |
7,868
+870
| +12% | +$194K | ﹤0.01% | 2144 |
|
|
2022
Q3 | $1.4M | Buy |
6,998
+640
| +10% | +$129K | ﹤0.01% | 2268 |
|
|
2022
Q2 | $1.16M | Sell |
6,358
-1,304
| -17% | -$246K | ﹤0.01% | 2462 |
|
|
2022
Q1 | $1.47M | Buy |
7,662
+1,095
| +17% | +$222K | ﹤0.01% | 2292 |
|
|
2021
Q4 | $1.55M | Buy |
6,567
+33
| +0.5% | +$7.5K | ﹤0.01% | 2285 |
|
|
2021
Q3 | $1.35M | Sell |
6,534
-12
| -0.2% | -$2.66K | ﹤0.01% | 2365 |
|
|
2021
Q2 | $1.44M | Buy |
6,546
+2,842
| +77% | +$628K | ﹤0.01% | 2253 |
|
|
2021
Q1 | $775K | Buy |
3,704
+639
| +21% | +$127K | ﹤0.01% | 2633 |
|
|
2020
Q4 | $611K | Buy |
3,065
+547
| +22% | +$104K | ﹤0.01% | 2581 |
|
|
2020
Q3 | $459K | Buy |
2,518
+488
| +24% | +$84.5K | ﹤0.01% | 2545 |
|
|
2020
Q2 | $321K | Buy |
2,030
+250
| +14% | +$38.2K | ﹤0.01% | 2789 |
|
|
2020
Q1 | $246K | Sell |
1,780
-59
| -3% | -$9.26K | ﹤0.01% | 2657 |
|
|
2019
Q4 | $316K | Buy |
1,839
+83
| +5% | +$13.4K | ﹤0.01% | 2733 |
|
|
2019
Q3 | $288K | Sell |
1,756
-78
| -4% | -$12.9K | ﹤0.01% | 2713 |
|
|
2019
Q2 | $316K | Sell |
1,834
-204
| -10% | -$32K | ﹤0.01% | 2658 |
|
|
2019
Q1 | $309K | Buy |
+2,038
| New | +$288K | ﹤0.01% | 2606 |
|
|
2014
Q1 | – | Sell |
-2,984
| Closed | -$220K | – | 2684 |
|
|
2013
Q4 | $220K | Sell |
2,984
-62
| -2% | -$4.31K | ﹤0.01% | 2363 |
|
|
2013
Q3 | $201K | Buy |
+3,046
| New | +$184K | ﹤0.01% | 2319 |
|
Other funds holding IEX
LPL Financial's IEX Position: Q2 2026 in Review
LPL Financial reduced its IDEX (IEX) stake by 3.4% in Q2 2026, selling an estimated $115K and leaving 15,415 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3142.
LPL Financial first reported a position in IEX in Q3 2013 and has held it in 32 quarters since. The position peaked at $4.35M in Q1 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- LPL Financial held 15,415 shares of IDEX worth $3.5M as of Q2 2026.
- LPL Financial sold 543 IDEX shares in Q2 2026, an estimated $115K.
- IDEX made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3142 holding.
- LPL Financial first reported a position in IDEX in Q3 2013 and has held it in 32 quarters since.
- LPL Financial's IDEX position peaked at $4.35M in Q1 2024.
- 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.