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Sanctuary Advisors’s IDEX IEX Stock Holding History

Sanctuary 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 		$514K Sell
2,267
-176
-7% -$37.2K ﹤0.01% 1959
2026
Q1 		$463K Buy
2,443
+62
+3% +$12.2K ﹤0.01% 1831
2025
Q4 		$424K Buy
2,381
+168
+8% +$28.7K ﹤0.01% 1824
2025
Q3 		$360K Sell
2,213
-116
-5% -$19.6K ﹤0.01% 1894
2025
Q2 		$409K Buy
2,329
+150
+7% +$26.6K ﹤0.01% 1736
2025
Q1 		$394K Sell
2,179
-528
-20% -$105K ﹤0.01% 1640
2024
Q4 		$607K Buy
2,707
+35
+1% +$7.66K ﹤0.01% 1577
2024
Q3 		$621K Sell
2,672
-1,235
-32% -$249K ﹤0.01% 1571
2024
Q2 		$862K Buy
+3,907
New +$854K 0.01% 1284

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

Sanctuary Advisors's IEX Position: Q2 2026 in Review

Sanctuary Advisors reduced its IDEX (IEX) stake by 7.2% in Q2 2026, selling an estimated $37.2K and leaving 2,267 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Sanctuary Advisors first reported a position in IEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $862K in Q2 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sanctuary Advisors held 2,267 shares of IDEX worth $514K as of Q2 2026.
  • Sanctuary Advisors sold 176 IDEX shares in Q2 2026, an estimated $37.2K.
  • IDEX made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1959 holding.
  • Sanctuary Advisors first reported a position in IDEX in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's IDEX position peaked at $862K in Q2 2024.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.