Creative Capital Management Investments’s IDEX IEX Stock Holding History

Creative Capital Management Investments’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 Q2	$3.4K	Buy	+15	New	+$3.17K	﹤0.01%	564

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Creative Capital Management Investments's IEX Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in IDEX (IEX) in Q2 2026: 15 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

141 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Creative Capital Management Investments held 15 shares of IDEX worth $3.4K as of Q2 2026.
IDEX was a new Creative Capital Management Investments position in Q2 2026.
IDEX made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #564 holding.
141 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.