EFG
IEX icon

Everhart Financial Group’s IDEX IEX Stock Holding History

Everhart Financial 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
Q3 		$317K Buy
1,392
+143
+11% +$32.6K 0.02% 365
2026
Q2 		$283K Buy
1,249
+74
+6% +$15.7K 0.02% 386
2026
Q1 		$223K Buy
+1,175
New +$232K 0.02% 426

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Everhart Financial Group's IEX Position: Q3 2026 in Review

Everhart Financial Group increased its IDEX (IEX) stake by 11% in Q3 2026, buying an estimated $32.6K and bringing the position to 1,392 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #365.

Everhart Financial Group first reported a position in IEX in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Everhart Financial Group held 1,392 shares of IDEX worth $317K as of Q3 2026.
  • Everhart Financial Group bought 143 IDEX shares in Q3 2026, an estimated $32.6K.
  • IDEX made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #365 holding.
  • Everhart Financial Group first reported a position in IDEX in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.