Activest Wealth Management’s IDEX IEX Stock Holding History

Activest Wealth Management’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 Q3	$10K	Buy	44 +1	+2%	+$228	﹤0.01%	579
2026 Q2	$9.8K	Hold	43	–	–	﹤0.01%	586
2026 Q1	$8.15K	Buy	43 +1	+2%	+$197	﹤0.01%	725
2025 Q4	$7.47K	Buy	42 +41	+4,100%	+$7.01K	﹤0.01%	716
2025 Q3	$163	Sell	1 -48	-98%	-$8.11K	﹤0.01%	1032
2025 Q2	$8.6K	Buy	+49	New	+$8.69K	﹤0.01%	460
2025 Q1	–	Sell	-1	Closed	-$199	–	1115
2024 Q4	$209	Buy	+1	New	+$219	﹤0.01%	635
2023 Q1	–	Sell	-25	Closed	-$5.71K	–	419
2022 Q4	$5.71K	Hold	25	–	–	﹤0.01%	348
2022 Q3	$5K	Buy	+25	New	+$5.05K	﹤0.01%	348

Other funds holding IEX

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Activest Wealth Management's IEX Position: Q3 2026 in Review

Activest Wealth Management increased its IDEX (IEX) stake by 2.3% in Q3 2026, buying an estimated $228 and bringing the position to 44 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Activest Wealth Management first reported a position in IEX in Q3 2022 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Activest Wealth Management held 44 shares of IDEX worth $10K as of Q3 2026.
Activest Wealth Management bought 1 IDEX share in Q3 2026, an estimated $228.
IDEX made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #579 holding.
Activest Wealth Management first reported a position in IDEX in Q3 2022 and has held it in 9 quarters since.
303 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.