Arlington Trust’s IDEX IEX Stock Holding History

Arlington Trust’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	$684	Hold	3	–	–	﹤0.01%	875
2026 Q2	$681	Hold	3	–	–	﹤0.01%	762
2026 Q1	$569	Buy	+3	New	+$592	﹤0.01%	771

Other funds holding IEX

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Arlington Trust's IEX Position: Q3 2026 in Review

Arlington Trust held its IDEX (IEX) position steady in Q3 2026 at 3 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Arlington Trust first reported a position in IEX in Q1 2026 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Arlington Trust held 3 shares of IDEX worth $684 as of Q3 2026.
Arlington Trust left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #875 holding.
Arlington Trust first reported a position in IDEX in Q1 2026 and has held it in 3 quarters since.
174 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.