Ares Financial Consulting
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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
Q3 		$35.6K Hold
156
– – 0.02% 284
2026
Q2 		$35.4K Hold
156
– – 0.03% 289
2026
Q1 		$29.9K Buy
+156
New +$30.8K 0.02% 305

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Dimensional Fund Advisors
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Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Ares Financial Consulting's IEX Position: Q3 2026 in Review

Ares Financial Consulting held its IDEX (IEX) position steady in Q3 2026 at 156 shares worth $35.6K. The position accounts for 0.02% of the portfolio, ranked #284.

Ares Financial Consulting first reported a position in IEX in Q1 2026 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Ares Financial Consulting held 156 shares of IDEX worth $35.6K as of Q3 2026.
  • Ares Financial Consulting left its IDEX share count unchanged in Q3 2026.
  • IDEX made up 0.02% of Ares Financial Consulting's portfolio in Q3 2026, its #284 holding.
  • Ares Financial Consulting first reported a position in IDEX in Q1 2026 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.