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Ares Financial Consulting’s IDEX IEX Stock Holding History

Ares Financial Consulting’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 		$35.4K Hold
156
– – 0.03% 289
2026
Q1 		$29.9K Buy
+156
New +$30.8K 0.02% 305

Other funds holding IEX

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ares Financial Consulting's IEX Position: Q2 2026 in Review

Ares Financial Consulting held its IDEX (IEX) position steady in Q2 2026 at 156 shares worth $35.4K. The position accounts for 0.03% of the portfolio, ranked #289.

Ares Financial Consulting first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Ares Financial Consulting held 156 shares of IDEX worth $35.4K as of Q2 2026.
  • Ares Financial Consulting left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #289 holding.
  • Ares Financial Consulting first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.