United Capital Financial Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $513K | Sell |
2,262
-146
| -6% | -$30.9K | ﹤0.01% | 1101 |
|
|
2026
Q1 | $456K | Buy |
2,408
+968
| +67% | +$191K | ﹤0.01% | 1108 |
|
|
2025
Q4 | $256K | Buy |
+1,440
| New | +$246K | ﹤0.01% | 1230 |
|
|
2023
Q3 | – | Sell |
-1,252
| Closed | -$270K | – | 865 |
|
|
2023
Q2 | $270K | Sell |
1,252
-18
| -1% | -$3.78K | ﹤0.01% | 787 |
|
|
2023
Q1 | $293K | Buy |
+1,270
| New | +$288K | ﹤0.01% | 832 |
|
|
2022
Q1 | – | Sell |
-918
| Closed | -$217K | – | 1191 |
|
|
2021
Q4 | $217K | Sell |
918
-111
| -11% | -$25.2K | ﹤0.01% | 1123 |
|
|
2021
Q3 | $213K | Sell |
1,029
-567
| -36% | -$126K | ﹤0.01% | 1123 |
|
|
2021
Q2 | $351K | Buy |
1,596
+252
| +19% | +$55.7K | ﹤0.01% | 977 |
|
|
2021
Q1 | $281K | Buy |
1,344
+29
| +2% | +$5.75K | ﹤0.01% | 1003 |
|
|
2020
Q4 | $262K | Buy |
+1,315
| New | +$250K | ﹤0.01% | 1047 |
|
|
2020
Q1 | – | Sell |
-1,703
| Closed | -$293K | – | 1278 |
|
|
2019
Q4 | $293K | Sell |
1,703
-166
| -9% | -$26.9K | ﹤0.01% | 1140 |
|
|
2019
Q3 | $306K | Sell |
1,869
-536
| -22% | -$88.9K | ﹤0.01% | 1071 |
|
|
2019
Q2 | $408K | Buy |
2,405
+114
| +5% | +$17.9K | ﹤0.01% | 1107 |
|
|
2019
Q1 | $347K | Sell |
2,291
-1
| -0% | -$141 | ﹤0.01% | 1083 |
|
|
2018
Q4 | $289K | Sell |
2,292
-302
| -12% | -$40.4K | ﹤0.01% | 1073 |
|
|
2018
Q3 | $395K | Buy |
2,594
+300
| +13% | +$44.7K | ﹤0.01% | 1020 |
|
|
2018
Q2 | $313K | Sell |
2,294
-35
| -2% | -$4.89K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $332K | Buy |
2,329
+561
| +32% | +$78.3K | ﹤0.01% | 1060 |
|
|
2017
Q4 | $234K | Sell |
1,768
-158
| -8% | -$20.3K | ﹤0.01% | 1191 |
|
|
2017
Q3 | $234K | Sell |
1,926
-145
| -7% | -$16.9K | ﹤0.01% | 1198 |
|
|
2017
Q2 | $234K | Sell |
2,071
-280
| -12% | -$29.4K | ﹤0.01% | 1157 |
|
|
2017
Q1 | $220K | Sell |
2,351
-168
| -7% | -$15.4K | ﹤0.01% | 1160 |
|
|
2016
Q4 | $227K | Sell |
2,519
-42
| -2% | -$3.8K | ﹤0.01% | 1133 |
|
|
2016
Q3 | $240K | Sell |
2,561
-437
| -15% | -$39.5K | ﹤0.01% | 1136 |
|
|
2016
Q2 | $246K | Sell |
2,998
-128
| -4% | -$10.6K | ﹤0.01% | 1103 |
|
|
2016
Q1 | $259K | Sell |
3,126
-121
| -4% | -$9.07K | ﹤0.01% | 1043 |
|
|
2015
Q4 | $249K | Sell |
3,247
-3,079
| -49% | -$236K | ﹤0.01% | 1072 |
|
|
2015
Q3 | $451K | Buy |
6,326
+310
| +5% | +$22.8K | 0.01% | 924 |
|
|
2015
Q2 | $473K | Buy |
6,016
+9
| +0.1% | +$697 | 0.01% | 938 |
|
|
2015
Q1 | $451K | Sell |
6,007
-791
| -12% | -$59.5K | 0.01% | 931 |
|
|
2014
Q4 | $529K | Buy |
6,798
+285
| +4% | +$21.2K | 0.01% | 807 |
|
|
2014
Q3 | $471K | Buy |
+6,513
| New | +$503K | 0.01% | 810 |
|
|
2014
Q2 | – | Sell |
-6,833
| Closed | -$498K | – | 866 |
|
|
2014
Q1 | $498K | Buy |
6,833
+1,318
| +24% | +$95.9K | 0.01% | 635 |
|
|
2013
Q4 | $407K | Buy |
+5,515
| New | +$383K | 0.01% | 464 |
|
Other funds holding IEX
United Capital Financial Advisors's IEX Position: Q2 2026 in Review
United Capital Financial Advisors reduced its IDEX (IEX) stake by 6.1% in Q2 2026, selling an estimated $30.9K and leaving 2,262 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.
United Capital Financial Advisors first reported a position in IEX in Q4 2013 and has held it in 34 quarters since. The position peaked at $529K in Q4 2014. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- United Capital Financial Advisors held 2,262 shares of IDEX worth $513K as of Q2 2026.
- United Capital Financial Advisors sold 146 IDEX shares in Q2 2026, an estimated $30.9K.
- IDEX made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1101 holding.
- United Capital Financial Advisors first reported a position in IDEX in Q4 2013 and has held it in 34 quarters since.
- United Capital Financial Advisors's IDEX position peaked at $529K in Q4 2014.
- 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.