Essential Partners
IEX icon

Essential Partners’s IDEX IEX Stock Holding History

Essential Partners’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 		$124K Buy
542
+135
+33% +$30.8K 0.06% 370
2026
Q2 		$92.4K Hold
407
– – 0.04% 442
2026
Q1 		$77.1K Hold
407
– – 0.03% 484
2025
Q4 		$72.4K Buy
407
+233
+134% +$39.8K 0.02% 520
2025
Q3 		$28.3K Buy
174
+120
+222% +$20.3K 0.01% 777
2025
Q2 		$9.48K Buy
+54
New +$9.6K ﹤0.01% 866

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Essential Partners's IEX Position: Q3 2026 in Review

Essential Partners increased its IDEX (IEX) stake by 33% in Q3 2026, buying an estimated $30.8K and bringing the position to 542 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #370.

Essential Partners first reported a position in IEX in Q2 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Essential Partners held 542 shares of IDEX worth $124K as of Q3 2026.
  • Essential Partners bought 135 IDEX shares in Q3 2026, an estimated $30.8K.
  • IDEX made up 0.06% of Essential Partners's portfolio in Q3 2026, its #370 holding.
  • Essential Partners first reported a position in IDEX in Q2 2025 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.