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OneAscent Investment Solutions’s IDEX IEX Stock Holding History

OneAscent Investment Solutions’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 		$232K Sell
1,023
-325
-24% -$68.8K 0.22% 116
2026
Q1 		$256K Sell
1,348
-35
-3% -$6.91K 0.26% 111
2025
Q4 		$246K Hold
1,383
– – 0.26% 112
2025
Q3 		$225K Sell
1,383
-146
-10% -$24.7K 0.24% 115
2025
Q2 		$268K Sell
1,529
-240
-14% -$42.5K 0.29% 103
2025
Q1 		$320K Buy
+1,769
New +$352K 0.38% 81

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

OneAscent Investment Solutions's IEX Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its IDEX (IEX) stake by 24% in Q2 2026, selling an estimated $68.8K and leaving 1,023 shares worth $232K. The position accounts for 0.22% of the portfolio, ranked #116.

OneAscent Investment Solutions first reported a position in IEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q1 2025. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • OneAscent Investment Solutions held 1,023 shares of IDEX worth $232K as of Q2 2026.
  • OneAscent Investment Solutions sold 325 IDEX shares in Q2 2026, an estimated $68.8K.
  • IDEX made up 0.22% of OneAscent Investment Solutions's portfolio in Q2 2026, its #116 holding.
  • OneAscent Investment Solutions first reported a position in IDEX in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Investment Solutions's IDEX position peaked at $320K in Q1 2025.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.