Cypress Advisory Group’s IDEX IEX Stock Holding History

Cypress Advisory 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 Q2	$1.01M	Sell	4,458 -1,000	-18%	-$212K	0.78%	41
2026 Q1	$1.03M	Hold	5,458	–	–	0.79%	38
2025 Q4	$971K	Buy	5,458 +90	+2%	+$15.4K	0.71%	47
2025 Q3	$874K	Buy	5,368 +1,280	+31%	+$216K	0.65%	49
2025 Q2	$718K	Buy	+4,088	New	+$725K	0.56%	51

Other funds holding IEX

FAM

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

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

AAMU

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Cypress Advisory Group's IEX Position: Q2 2026 in Review

Cypress Advisory Group reduced its IDEX (IEX) stake by 18% in Q2 2026, selling an estimated $212K and leaving 4,458 shares worth $1.01M. The position accounts for 0.78% of the portfolio, ranked #41.

Cypress Advisory Group first reported a position in IEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2026. 98 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Cypress Advisory Group held 4,458 shares of IDEX worth $1.01M as of Q2 2026.
Cypress Advisory Group sold 1,000 IDEX shares in Q2 2026, an estimated $212K.
IDEX made up 0.78% of Cypress Advisory Group's portfolio in Q2 2026, its #41 holding.
Cypress Advisory Group first reported a position in IDEX in Q2 2025 and has held it in 5 quarters since.
Cypress Advisory Group's IDEX position peaked at $1.03M in Q1 2026.
98 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.