SageView Advisory Group’s IDEX IEX Stock Holding History

SageView Advisory Group’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	–	Sell	-152	Closed	-$27.1K	–	1435
2025 Q4	$27.1K	Buy	+152	New	+$26K	﹤0.01%	1329

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SageView Advisory Group's IEX Position: Q1 2026 in Review

SageView Advisory Group sold out of IDEX (IEX) in Q1 2026, closing a stake of 152 shares — an estimated $27.1K sold.

SageView Advisory Group first reported a position in IEX in Q4 2025 and held it in 1 quarter. The position peaked at $27.1K in Q4 2025. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

SageView Advisory Group reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 152 IDEX shares in Q1 2026, an estimated $27.1K.
SageView Advisory Group first reported a position in IDEX in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's IDEX position peaked at $27.1K in Q4 2025.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.