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Voya Financial Advisors’s IDEX IEX Stock Holding History

Voya 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
2024
Q2 		– Sell
-1,005
Closed -$246K – 238
2024
Q1 		$246K Sell
1,005
-61
-6% -$13.8K 0.03% 216
2023
Q4 		$231K Sell
1,066
-899
-46% -$181K 0.03% 215
2023
Q3 		$411K Sell
1,965
-266
-12% -$57.7K 0.05% 149
2023
Q2 		$476K Sell
2,231
-71
-3% -$14.9K 0.06% 144
2023
Q1 		$522K Sell
2,302
-98
-4% -$22.2K 0.07% 136
2022
Q4 		$553K Sell
2,400
-96
-4% -$21.5K 0.07% 135
2022
Q3 		$500K Sell
2,496
-75
-3% -$15.2K 0.06% 145
2022
Q2 		$466K Sell
2,571
-51
-2% -$9.61K 0.06% 148
2022
Q1 		$512K Buy
2,622
+89
+4% +$18.1K 0.06% 158
2021
Q4 		$596K Sell
2,533
-171
-6% -$38.8K 0.07% 143
2021
Q3 		$576K Buy
2,704
+19
+0.7% +$4.22K 0.07% 148
2021
Q2 		$592K Sell
2,685
-6,900
-72% -$1.52M 0.08% 140
2021
Q1 		$2.02M Buy
+9,585
New +$1.9M 0.08% 203

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Voya Financial Advisors's IEX Position: Q2 2024 in Review

Voya Financial Advisors sold out of IDEX (IEX) in Q2 2024, closing a stake of 1,005 shares — an estimated $246K sold.

Voya Financial Advisors first reported a position in IEX in Q1 2021 and held it in 13 quarters. The position peaked at $2.02M in Q1 2021. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Voya Financial Advisors reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Voya Financial Advisors sold 1,005 IDEX shares in Q2 2024, an estimated $246K.
  • Voya Financial Advisors first reported a position in IDEX in Q1 2021 and held it in 13 quarters.
  • Voya Financial Advisors's IDEX position peaked at $2.02M in Q1 2021.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Voya Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.