Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s IDEX IEX Stock Holding History

Fifth Third Wealth 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 		$202K Sell
886
-15
-2% -$3.42K 0.01% 1008
2026
Q2 		$204K Buy
+901
New +$191K 0.01% 928

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
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
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

Fifth Third Wealth Advisors's IEX Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its IDEX (IEX) stake by 1.7% in Q3 2026, selling an estimated $3.42K and leaving 886 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1008.

Fifth Third Wealth Advisors first reported a position in IEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $204K in Q2 2026. 137 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Fifth Third Wealth Advisors held 886 shares of IDEX worth $202K as of Q3 2026.
  • Fifth Third Wealth Advisors sold 15 IDEX shares in Q3 2026, an estimated $3.42K.
  • IDEX made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #1008 holding.
  • Fifth Third Wealth Advisors first reported a position in IDEX in Q2 2026 and has held it in 2 quarters since.
  • Fifth Third Wealth Advisors's IDEX position peaked at $204K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.