FFA
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Farther Finance Advisors’s IDEX IEX Stock Holding History

Farther Finance Advisors’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 		$288K Buy
1,262
+413
+49% +$94.2K ﹤0.01% 2020
2026
Q2 		$193K Buy
849
+8
+1% +$1.69K ﹤0.01% 2263
2026
Q1 		$162K Buy
841
+61
+8% +$12K ﹤0.01% 2171
2025
Q4 		$139K Buy
780
+263
+51% +$44.9K ﹤0.01% 2137
2025
Q3 		$84.2K Buy
517
+147
+40% +$24.8K ﹤0.01% 2136
2025
Q2 		$65K Sell
370
-227
-38% -$40.2K ﹤0.01% 2000
2025
Q1 		$108K Sell
597
-19
-3% -$3.78K ﹤0.01% 1507
2024
Q4 		$129K Sell
616
-53
-8% -$11.6K ﹤0.01% 1200
2024
Q3 		$144K Sell
669
-57
-8% -$11.5K 0.01% 1145
2024
Q2 		$142K Buy
726
+333
+85% +$72.7K 0.01% 986
2024
Q1 		$94.7K Buy
393
+268
+214% +$60.5K 0.01% 959
2023
Q4 		$27.1K Buy
125
+77
+160% +$15.5K ﹤0.01% 1241
2023
Q3 		$9.98K Buy
48
+7
+17% +$1.52K ﹤0.01% 1291
2023
Q2 		$8.83K Hold
41
– – ﹤0.01% 1239
2023
Q1 		$9.47K Hold
41
– – ﹤0.01% 1135
2022
Q4 		$9.36K Buy
+41
New +$9.16K ﹤0.01% 969

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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 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

Farther Finance Advisors's IEX Position: Q3 2026 in Review

Farther Finance Advisors increased its IDEX (IEX) stake by 49% in Q3 2026, buying an estimated $94.2K and bringing the position to 1,262 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Farther Finance Advisors first reported a position in IEX in Q4 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Farther Finance Advisors held 1,262 shares of IDEX worth $288K as of Q3 2026.
  • Farther Finance Advisors bought 413 IDEX shares in Q3 2026, an estimated $94.2K.
  • IDEX made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2020 holding.
  • Farther Finance Advisors first reported a position in IDEX in Q4 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.