Cornerstone Planning Group
IEX icon

Cornerstone Planning Group’s IDEX IEX Stock Holding History

Cornerstone Planning 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 		– Sell
-10
Closed -$2.23K – 884
2026
Q2 		$2.23K Hold
10
– – ﹤0.01% 1301
2026
Q1 		$2.16K Buy
10
+9
+900% +$1.78K ﹤0.01% 1286
2025
Q4 		$196 Sell
1
-5
-83% -$854 ﹤0.01% 1635
2025
Q3 		$1.02K Hold
6
– – ﹤0.01% 1303
2025
Q2 		$971 Sell
6
-2
-25% -$355 ﹤0.01% 1120
2025
Q1 		$1.34K Buy
8
+1
+14% +$199 ﹤0.01% 1072
2024
Q4 		$1.55K Buy
+7
New +$1.53K ﹤0.01% 856
2023
Q3 		– Sell
-4
Closed -$861 – 1254
2023
Q2 		$861 Buy
+4
New +$841 ﹤0.01% 1389

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

Cornerstone Planning Group's IEX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of IDEX (IEX) in Q3 2026, closing a stake of 10 shares — an estimated $2.23K sold.

Cornerstone Planning Group first reported a position in IEX in Q2 2023 and held it in 8 quarters. The position peaked at $2.23K in Q2 2026. 105 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining IDEX position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 10 IDEX shares in Q3 2026, an estimated $2.23K.
  • Cornerstone Planning Group first reported a position in IDEX in Q2 2023 and held it in 8 quarters.
  • Cornerstone Planning Group's IDEX position peaked at $2.23K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.