Wealthfront Advisers
IEX icon

Wealthfront Advisers’s IDEX IEX Stock Holding History

Wealthfront Advisers’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 		$912K Buy
4,019
+114
+3% +$24.1K ﹤0.01% 743
2026
Q1 		$740K Buy
3,905
+226
+6% +$44.6K ﹤0.01% 762
2025
Q4 		$655K Buy
3,679
+360
+11% +$61.5K ﹤0.01% 775
2025
Q3 		$540K Sell
3,319
-33
-1% -$5.57K ﹤0.01% 806
2025
Q2 		$589K Sell
3,352
-281
-8% -$49.8K ﹤0.01% 770
2025
Q1 		$657K Buy
3,633
+154
+4% +$30.7K ﹤0.01% 735
2024
Q4 		$728K Sell
3,479
-7
-0.2% -$1.53K ﹤0.01% 721
2024
Q3 		$748K Sell
3,486
-129
-4% -$26K ﹤0.01% 703
2024
Q2 		$727K Sell
3,615
-157
-4% -$34.3K ﹤0.01% 681
2024
Q1 		$920K Sell
3,772
-111
-3% -$25.1K ﹤0.01% 630
2023
Q4 		$843K Sell
3,883
-145
-4% -$29.2K ﹤0.01% 619
2023
Q3 		$838K Sell
4,028
-101
-2% -$21.9K ﹤0.01% 594
2023
Q2 		$889K Sell
4,129
-105
-2% -$22.1K ﹤0.01% 578
2023
Q1 		$978K Sell
4,234
-82
-2% -$18.6K ﹤0.01% 533
2022
Q4 		$985K Sell
4,316
-130
-3% -$29.1K ﹤0.01% 511
2022
Q3 		$889K Sell
4,446
-96
-2% -$19.4K ﹤0.01% 500
2022
Q2 		$825K Sell
4,542
-493
-10% -$92.9K ﹤0.01% 516
2022
Q1 		$965K Sell
5,035
-1,296
-20% -$263K ﹤0.01% 526
2021
Q4 		$1.5M Buy
6,331
+469
+8% +$107K 0.01% 442
2021
Q3 		$1.21M Sell
5,862
-237
-4% -$52.6K 0.01% 445
2021
Q2 		$1.34M Buy
6,099
+174
+3% +$38.5K 0.01% 385
2021
Q1 		$1.24M Sell
5,925
-1,008
-15% -$200K 0.01% 350
2020
Q4 		$1.38M Buy
6,933
+778
+13% +$148K 0.01% 306
2020
Q3 		$1.12M Buy
6,155
+647
+12% +$112K 0.01% 302
2020
Q2 		$870K Buy
+5,508
New +$842K 0.01% 338
2020
Q1 		– Sell
-2,050
Closed -$353K – 464
2019
Q4 		$353K Sell
2,050
-1,234
-38% -$200K ﹤0.01% 434
2019
Q3 		$538K Buy
3,284
+2,026
+161% +$336K ﹤0.01% 372
2019
Q2 		$217K Buy
+1,258
New +$198K ﹤0.01% 471

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

Wealthfront Advisers's IEX Position: Q2 2026 in Review

Wealthfront Advisers increased its IDEX (IEX) stake by 2.9% in Q2 2026, buying an estimated $24.1K and bringing the position to 4,019 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Wealthfront Advisers first reported a position in IEX in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.5M in Q4 2021. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Wealthfront Advisers held 4,019 shares of IDEX worth $912K as of Q2 2026.
  • Wealthfront Advisers bought 114 IDEX shares in Q2 2026, an estimated $24.1K.
  • IDEX made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #743 holding.
  • Wealthfront Advisers first reported a position in IDEX in Q2 2019 and has held it in 28 quarters since.
  • Wealthfront Advisers's IDEX position peaked at $1.5M in Q4 2021.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.