Clean Yield Group’s IDEX IEX Stock Holding History

Clean Yield Group’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	$68.4K	Buy	+300	New	+$68.4K	0.02%	226

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return

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

Clean Yield Group's IEX Position: Q3 2026 in Review

Clean Yield Group opened a new position in IDEX (IEX) in Q3 2026: 300 shares worth $68.4K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings.

221 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Clean Yield Group held 300 shares of IDEX worth $68.4K as of Q3 2026.
IDEX was a new Clean Yield Group position in Q3 2026.
IDEX made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #226 holding.
221 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.