IMG Wealth Management
IEX icon

IMG Wealth Management’s IDEX IEX Stock Holding History

IMG Wealth 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 		$1.14K Hold
5
– – ﹤0.01% 526
2026
Q2 		$1.14K Hold
5
– – ﹤0.01% 498
2026
Q1 		$948 Buy
5
+2
+67% +$395 ﹤0.01% 479
2025
Q4 		$534 Buy
+3
New +$513 ﹤0.01% 568

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 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

IMG Wealth Management's IEX Position: Q3 2026 in Review

IMG Wealth Management held its IDEX (IEX) position steady in Q3 2026 at 5 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

IMG Wealth Management first reported a position in IEX in Q4 2025 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • IMG Wealth Management held 5 shares of IDEX worth $1.14K as of Q3 2026.
  • IMG Wealth Management left its IDEX share count unchanged in Q3 2026.
  • IDEX made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #526 holding.
  • IMG Wealth Management first reported a position in IDEX in Q4 2025 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.