Raymond James Financial
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Raymond James Financial’s IDEX IEX Stock Holding History

Raymond James Financial’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 		$797K Sell
3,512
-7,799
-69% -$1.65M ﹤0.01% 4163
2026
Q1 		$2.14M Sell
11,311
-2,109
-16% -$416K ﹤0.01% 3309
2025
Q4 		$2.39M Sell
13,420
-34,975
-72% -$5.98M ﹤0.01% 3119
2025
Q3 		$7.88M Sell
48,395
-26,452
-35% -$4.47M ﹤0.01% 2108
2025
Q2 		$13.1M Sell
74,847
-27,942
-27% -$4.95M ﹤0.01% 1670
2025
Q1 		$18.6M Sell
102,789
-66,236
-39% -$13.2M 0.01% 1368
2024
Q4 		$35.4M Buy
+169,025
New +$37M 0.01% 927

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 $3.38T AUM 44.17% 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

Raymond James Financial's IEX Position: Q2 2026 in Review

Raymond James Financial reduced its IDEX (IEX) stake by 69% in Q2 2026, selling an estimated $1.65M and leaving 3,512 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #4163.

Raymond James Financial first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.4M in Q4 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Raymond James Financial held 3,512 shares of IDEX worth $797K as of Q2 2026.
  • Raymond James Financial sold 7,799 IDEX shares in Q2 2026, an estimated $1.65M.
  • IDEX made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4163 holding.
  • Raymond James Financial first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's IDEX position peaked at $35.4M in Q4 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.