Dynamic Wealth Strategies
IEX icon

Dynamic Wealth Strategies’s IDEX IEX Stock Holding History

Dynamic Wealth Strategies’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 		$116K Sell
511
-54
-10% -$12.3K 0.06% 112
2026
Q2 		$128K Sell
565
-62
-10% -$13.1K 0.07% 108
2026
Q1 		$119K Sell
627
-7
-1% -$1.38K 0.07% 108
2025
Q4 		$113K Buy
634
+39
+7% +$6.66K 0.07% 109
2025
Q3 		$96.8K Buy
+595
New +$100K 0.06% 111

Other funds holding IEX

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
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
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dynamic Wealth Strategies's IEX Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its IDEX (IEX) stake by 9.6% in Q3 2026, selling an estimated $12.3K and leaving 511 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #112.

Dynamic Wealth Strategies first reported a position in IEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $128K in Q2 2026. 195 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Dynamic Wealth Strategies held 511 shares of IDEX worth $116K as of Q3 2026.
  • Dynamic Wealth Strategies sold 54 IDEX shares in Q3 2026, an estimated $12.3K.
  • IDEX made up 0.06% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #112 holding.
  • Dynamic Wealth Strategies first reported a position in IDEX in Q3 2025 and has held it in 5 quarters since.
  • Dynamic Wealth Strategies's IDEX position peaked at $128K in Q2 2026.
  • 195 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.