Everence Capital Management’s IDEX IEX Stock Holding History

Everence Capital Management’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	$610K	Hold	2,674	–	–	0.03%	342
2026 Q2	$607K	Hold	2,674	–	–	0.03%	363
2026 Q1	$507K	Buy	+2,674	New	+$528K	0.03%	374
2025 Q4	–	Sell	-2,700	Closed	-$439K	–	806
2025 Q3	$439K	Hold	2,700	–	–	0.03%	438
2025 Q2	$474K	Hold	2,700	–	–	0.03%	396
2025 Q1	$489K	Buy	2,700 +1,070	+66%	+$213K	0.03%	378
2024 Q4	$341K	Buy	+1,630	New	+$357K	0.02%	523
2024 Q3	–	Sell	-2,840	Closed	-$626K	–	783
2024 Q2	$626K	Hold	2,840	–	–	0.04%	328
2024 Q1	$693K	Hold	2,840	–	–	0.05%	312
2023 Q4	$617K	Hold	2,840	–	–	0.04%	335
2023 Q3	$591K	Sell	2,840 -2,890	-50%	-$627K	0.05%	332
2023 Q2	$1.14M	Hold	5,730	–	–	0.09%	184
2023 Q1	$1.32M	Buy	5,730 +1,460	+34%	+$331K	0.11%	166
2022 Q4	$975K	Buy	4,270 +1,430	+50%	+$320K	0.08%	201
2022 Q3	$568K	Hold	2,840	–	–	0.05%	309
2022 Q2	$516K	Hold	2,840	–	–	0.05%	330
2022 Q1	$545K	Hold	2,840	–	–	0.04%	365
2021 Q4	$671K	Hold	2,840	–	–	0.05%	317
2021 Q3	$588K	Hold	2,840	–	–	0.05%	343
2021 Q2	$625K	Buy	+2,840	New	+$628K	0.05%	324
2020 Q3	–	Sell	-1,894	Closed	-$302K	–	708
2020 Q2	$302K	Hold	1,894	–	–	0.04%	455
2020 Q1	$262K	Hold	1,894	–	–	0.04%	422
2019 Q4	$326K	Buy	+1,894	New	+$306K	0.05%	453

Other funds holding IEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Everence Capital Management's IEX Position: Q3 2026 in Review

Everence Capital Management held its IDEX (IEX) position steady in Q3 2026 at 2,674 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #342.

Everence Capital Management first reported a position in IEX in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.32M in Q1 2023. 328 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Everence Capital Management held 2,674 shares of IDEX worth $610K as of Q3 2026.
Everence Capital Management left its IDEX share count unchanged in Q3 2026.
IDEX made up 0.03% of Everence Capital Management's portfolio in Q3 2026, its #342 holding.
Everence Capital Management first reported a position in IDEX in Q4 2019 and has held it in 23 quarters since.
Everence Capital Management's IDEX position peaked at $1.32M in Q1 2023.
328 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.