Cherry Tree Wealth Management’s IDEX IEX Stock Holding History

Cherry Tree 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	$7.98K	Hold	35	–	–	﹤0.01%	454
2026 Q2	$7.94K	Hold	35	–	–	﹤0.01%	462
2026 Q1	$6.64K	Hold	35	–	–	﹤0.01%	461
2025 Q4	$6.23K	Hold	35	–	–	﹤0.01%	470
2025 Q3	$5.7K	Hold	35	–	–	﹤0.01%	461
2025 Q2	$6.14K	Hold	35	–	–	﹤0.01%	458
2025 Q1	$6.33K	Hold	35	–	–	﹤0.01%	497
2024 Q4	$7.33K	Hold	35	–	–	﹤0.01%	446
2024 Q3	$7.51K	Hold	35	–	–	﹤0.01%	451
2024 Q2	$7.04K	Hold	35	–	–	﹤0.01%	434
2024 Q1	$8.54K	Hold	35	–	–	﹤0.01%	393
2023 Q4	$7.6K	Hold	35	–	–	﹤0.01%	390
2023 Q3	$7.28K	Sell	35 -2	-5%	-$434	﹤0.01%	366
2023 Q2	$7.86K	Buy	+37	New	+$7.78K	﹤0.01%	359

Other funds holding IEX

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

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

Cherry Tree Wealth Management's IEX Position: Q3 2026 in Review

Cherry Tree Wealth Management held its IDEX (IEX) position steady in Q3 2026 at 35 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Cherry Tree Wealth Management first reported a position in IEX in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.54K in Q1 2024. 188 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Cherry Tree Wealth Management held 35 shares of IDEX worth $7.98K as of Q3 2026.
Cherry Tree Wealth Management left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #454 holding.
Cherry Tree Wealth Management first reported a position in IDEX in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's IDEX position peaked at $8.54K in Q1 2024.
188 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

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