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Sequoia Financial Advisors’s IDEX IEX Stock Holding History

Sequoia Financial 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 		$793K Buy
3,495
+329
+10% +$69.6K ﹤0.01% 1057
2026
Q1 		$600K Buy
3,166
+44
+1% +$8.69K ﹤0.01% 1172
2025
Q4 		$556K Buy
+3,122
New +$533K ﹤0.01% 1222
2025
Q3 		– Sell
-1,569
Closed -$275K – 1770
2025
Q2 		$275K Buy
+1,569
New +$278K ﹤0.01% 1307

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

Sequoia Financial Advisors's IEX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its IDEX (IEX) stake by 10% in Q2 2026, buying an estimated $69.6K and bringing the position to 3,495 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Sequoia Financial Advisors first reported a position in IEX in Q2 2025 and has held it in 4 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sequoia Financial Advisors held 3,495 shares of IDEX worth $793K as of Q2 2026.
  • Sequoia Financial Advisors bought 329 IDEX shares in Q2 2026, an estimated $69.6K.
  • IDEX made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1057 holding.
  • Sequoia Financial Advisors first reported a position in IDEX in Q2 2025 and has held it in 4 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.