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Provenance Wealth Advisors’s IDEX IEX Stock Holding History

Provenance Wealth 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
2025
Q2 		– Sell
-6
Closed -$1.09K – 483
2025
Q1 		$1.09K Hold
6
– – ﹤0.01% 464
2024
Q4 		$1.26K Hold
6
– – ﹤0.01% 471
2024
Q3 		$1.29K Hold
6
– – ﹤0.01% 510
2024
Q2 		$1.21K Hold
6
– – ﹤0.01% 428
2024
Q1 		$1.46K Hold
6
– – ﹤0.01% 442
2023
Q4 		$1.3K Sell
6
-1
-14% -$202 ﹤0.01% 501
2023
Q3 		$1.46K Buy
+7
New +$1.52K ﹤0.01% 350

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Provenance Wealth Advisors's IEX Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of IDEX (IEX) in Q2 2025, closing a stake of 6 shares — an estimated $1.09K sold.

Provenance Wealth Advisors first reported a position in IEX in Q3 2023 and held it in 7 quarters. The position peaked at $1.46K in Q1 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 6 IDEX shares in Q2 2025, an estimated $1.09K.
  • Provenance Wealth Advisors first reported a position in IDEX in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's IDEX position peaked at $1.46K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.