Covestor
IEX icon

Covestor’s IDEX IEX Stock Holding History

Covestor’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 		$51K Sell
222
-50
-18% -$11.4K 0.03% 725
2026
Q2 		$62K Sell
272
-7
-3% -$1.48K 0.04% 673
2026
Q1 		$53K Sell
279
-335
-55% -$66.1K 0.04% 680
2025
Q4 		$109K Buy
614
+272
+80% +$46.5K 0.06% 531
2025
Q3 		$56K Sell
342
-130
-28% -$22K 0.03% 853
2025
Q2 		$83K Buy
472
+146
+45% +$25.9K 0.05% 660
2025
Q1 		$59K Sell
326
-372
-53% -$74.1K 0.04% 777
2024
Q4 		$146K Buy
698
+6
+0.9% +$1.31K 0.09% 303
2024
Q3 		$148K Buy
692
+165
+31% +$33.3K 0.09% 317
2024
Q2 		$106K Sell
527
-19
-3% -$4.15K 0.07% 447
2024
Q1 		$133K Buy
546
+206
+61% +$46.5K 0.08% 340
2023
Q4 		$74K Buy
340
+34
+11% +$6.86K 0.05% 672
2023
Q3 		$64K Buy
306
+48
+19% +$10.4K 0.05% 651
2023
Q2 		$56K Sell
258
-19
-7% -$3.99K 0.04% 736
2023
Q1 		$64K Buy
277
+38
+16% +$8.63K 0.06% 614
2022
Q4 		$55K Sell
239
-256
-52% -$57.2K 0.04% 692
2022
Q3 		$99K Buy
495
+52
+12% +$10.5K 0.09% 357
2022
Q2 		$81K Buy
443
+160
+57% +$30.1K 0.06% 522
2022
Q1 		$54K Buy
283
+17
+6% +$3.45K 0.04% 781
2021
Q4 		$63K Buy
+266
New +$60.4K 0.09% 401

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 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

Covestor's IEX Position: Q3 2026 in Review

Covestor reduced its IDEX (IEX) stake by 18% in Q3 2026, selling an estimated $11.4K and leaving 222 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #725.

Covestor first reported a position in IEX in Q4 2021 and has held it in 20 quarters since. The position peaked at $148K in Q3 2024. 303 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Covestor held 222 shares of IDEX worth $51K as of Q3 2026.
  • Covestor sold 50 IDEX shares in Q3 2026, an estimated $11.4K.
  • IDEX made up 0.03% of Covestor's portfolio in Q3 2026, its #725 holding.
  • Covestor first reported a position in IDEX in Q4 2021 and has held it in 20 quarters since.
  • Covestor's IDEX position peaked at $148K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.