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Procyon Advisors’s IDEX IEX Stock Holding History

Procyon Advisors’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
-1,677
Closed -$318K – 621
2026
Q1 		$318K Buy
1,677
+163
+11% +$32.2K 0.02% 447
2025
Q4 		$269K Sell
1,514
-3
-0.2% -$513 0.01% 463
2025
Q3 		$247K Buy
1,517
+30
+2% +$5.07K 0.01% 438
2025
Q2 		$261K Hold
1,487
– – 0.02% 397
2025
Q1 		$269K Hold
1,487
– – 0.02% 504
2024
Q4 		$311K Sell
1,487
-622
-29% -$136K 0.02% 432
2024
Q3 		$452K Buy
2,109
+888
+73% +$179K 0.03% 356
2024
Q2 		$246K Sell
1,221
-6
-0.5% -$1.31K 0.02% 458
2024
Q1 		$299K Sell
1,227
-6
-0.5% -$1.35K 0.02% 420
2023
Q4 		$268K Sell
1,233
-2
-0.2% -$403 0.02% 437
2023
Q3 		$257K Sell
1,235
-1
-0.1% -$217 0.03% 412
2023
Q2 		$266K Sell
1,236
-2
-0.2% -$420 0.03% 376
2023
Q1 		$286K Hold
1,238
– – 0.05% 319
2022
Q4 		$283K Hold
1,238
– – 0.05% 305
2022
Q3 		$247K Sell
1,238
-2
-0.2% -$404 0.06% 273
2022
Q2 		$225K Sell
1,240
-2
-0.2% -$377 0.05% 290
2022
Q1 		$238K Hold
1,242
– – 0.05% 292
2021
Q4 		$294K Hold
1,242
– – 0.06% 255
2021
Q3 		$257K Hold
1,242
– – 0.07% 266
2021
Q2 		$273K Sell
1,242
-7
-0.6% -$1.55K 0.07% 236
2021
Q1 		$261K Hold
1,249
– – 0.12% 201
2020
Q4 		$249K Sell
1,249
-1
-0.1% -$190 0.12% 199
2020
Q3 		$228K Sell
1,250
-10
-0.8% -$1.73K 0.13% 180
2020
Q2 		$199K Buy
1,260
+2
+0.2% +$306 0.11% 182
2020
Q1 		$174K Sell
1,258
-9
-0.7% -$1.41K 0.12% 170
2019
Q4 		$218K Buy
+1,267
New +$205K 0.13% 153

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

Procyon Advisors's IEX Position: Q2 2026 in Review

Procyon Advisors sold out of IDEX (IEX) in Q2 2026, closing a stake of 1,677 shares — an estimated $318K sold.

Procyon Advisors first reported a position in IEX in Q4 2019 and held it in 26 quarters. The position peaked at $452K in Q3 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Procyon Advisors reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Procyon Advisors sold 1,677 IDEX shares in Q2 2026, an estimated $318K.
  • Procyon Advisors first reported a position in IDEX in Q4 2019 and held it in 26 quarters.
  • Procyon Advisors's IDEX position peaked at $452K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.