Raymond James Financial
IEX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial's IEX Position: Q1 2026 in Review

Raymond James Financial reduced its IDEX (IEX) stake by 16% in Q1 2026, selling an estimated $416K and leaving 11,311 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Raymond James Financial first reported a position in IEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.4M in Q4 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Raymond James Financial held 11,311 shares of IDEX worth $2.14M as of Q1 2026.
  • Raymond James Financial sold 2,109 IDEX shares in Q1 2026, an estimated $416K.
  • IDEX made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3309 holding.
  • Raymond James Financial first reported a position in IDEX in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's IDEX position peaked at $35.4M in Q4 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.