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ICW Investment Advisors’s IDEX IEX Stock Holding History

ICW Investment 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
Q2 		$384K Buy
1,692
+28
+2% +$5.92K 0.13% 128
2026
Q1 		$315K Buy
1,664
+190
+13% +$37.5K 0.11% 135
2025
Q4 		$262K Buy
1,474
+46
+3% +$7.86K 0.1% 138
2025
Q3 		$232K Buy
+1,428
New +$241K 0.08% 142

Other funds holding IEX

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ICW Investment Advisors's IEX Position: Q2 2026 in Review

ICW Investment Advisors increased its IDEX (IEX) stake by 1.7% in Q2 2026, buying an estimated $5.92K and bringing the position to 1,692 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #128.

ICW Investment Advisors first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • ICW Investment Advisors held 1,692 shares of IDEX worth $384K as of Q2 2026.
  • ICW Investment Advisors bought 28 IDEX shares in Q2 2026, an estimated $5.92K.
  • IDEX made up 0.13% of ICW Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • ICW Investment Advisors first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 281 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.