Cedar Mountain Advisors
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Cedar Mountain Advisors’s IDEX IEX Stock Holding History

Cedar Mountain Advisors’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 		$4.79K Hold
21
– – ﹤0.01% 658
2026
Q2 		$4.77K Hold
21
– – ﹤0.01% 702
2026
Q1 		$3.98K Buy
+21
New +$4.14K ﹤0.01% 718

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Fenimore Asset Management
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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cedar Mountain Advisors's IEX Position: Q3 2026 in Review

Cedar Mountain Advisors held its IDEX (IEX) position steady in Q3 2026 at 21 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Cedar Mountain Advisors first reported a position in IEX in Q1 2026 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Cedar Mountain Advisors held 21 shares of IDEX worth $4.79K as of Q3 2026.
  • Cedar Mountain Advisors left its IDEX share count unchanged in Q3 2026.
  • IDEX made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #658 holding.
  • Cedar Mountain Advisors first reported a position in IDEX in Q1 2026 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.