CoreCap Advisors
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CoreCap Advisors’s IDEX IEX Stock Holding History

CoreCap 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 		$1.6K Buy
7
+4
+133% +$912 ﹤0.01% 2560
2026
Q2 		$681 Buy
+3
New +$635 ﹤0.01% 2780
2025
Q3 		– Sell
-30
Closed -$5.27K – 2867
2025
Q2 		$5.27K Buy
30
+24
+400% +$4.26K ﹤0.01% 2098
2025
Q1 		$1.09K Buy
+6
New +$1.19K ﹤0.01% 2509
2024
Q3 		– Sell
-2
Closed -$402 – 2684
2024
Q2 		$402 Buy
+2
New +$437 ﹤0.01% 1463

Other funds holding IEX

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

CoreCap Advisors's IEX Position: Q3 2026 in Review

CoreCap Advisors increased its IDEX (IEX) stake by 133% in Q3 2026, buying an estimated $912 and bringing the position to 7 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

CoreCap Advisors first reported a position in IEX in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.27K in Q2 2025. 105 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • CoreCap Advisors held 7 shares of IDEX worth $1.6K as of Q3 2026.
  • CoreCap Advisors bought 4 IDEX shares in Q3 2026, an estimated $912.
  • IDEX made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2560 holding.
  • CoreCap Advisors first reported a position in IDEX in Q2 2024 and has held it in 5 quarters since.
  • CoreCap Advisors's IDEX position peaked at $5.27K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.