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Investors Research Corp’s IDEX IEX Stock Holding History

Investors Research Corp’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 		– Sell
-39
Closed -$8.85K – 808
2026
Q2 		$8.85K Hold
39
– – ﹤0.01% 547
2026
Q1 		$7.39K Hold
39
– – ﹤0.01% 566
2025
Q4 		$6.94K Hold
39
– – ﹤0.01% 650
2025
Q3 		$6.35K Hold
39
– – ﹤0.01% 688
2025
Q2 		$6.85K Hold
39
– – ﹤0.01% 705
2025
Q1 		$7.06K Hold
39
– – ﹤0.01% 714
2024
Q4 		$8.16K Hold
39
– – ﹤0.01% 692
2024
Q3 		$8.37K Hold
39
– – ﹤0.01% 704
2024
Q2 		$7.85K Hold
39
– – ﹤0.01% 743
2024
Q1 		$9.52K Hold
39
– – ﹤0.01% 725
2023
Q4 		$8.47K Hold
39
– – ﹤0.01% 759
2023
Q3 		$8.11K Hold
39
– – ﹤0.01% 772
2023
Q2 		$8.39K Hold
39
– – ﹤0.01% 779
2023
Q1 		$9.01K Hold
39
– – ﹤0.01% 788
2022
Q4 		$8.9K Hold
39
– – ﹤0.01% 783
2022
Q3 		$8K Buy
39
+19
+95% +$3.84K ﹤0.01% 778
2022
Q2 		$4K Buy
+20
New +$3.77K ﹤0.01% 870

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
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

Investors Research Corp's IEX Position: Q3 2026 in Review

Investors Research Corp sold out of IDEX (IEX) in Q3 2026, closing a stake of 39 shares — an estimated $8.85K sold.

Investors Research Corp first reported a position in IEX in Q2 2022 and held it in 17 quarters. The position peaked at $9.52K in Q1 2024. 18 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Investors Research Corp reported no remaining IDEX position as of Q3 2026 after selling out during the quarter.
  • Investors Research Corp sold 39 IDEX shares in Q3 2026, an estimated $8.85K.
  • Investors Research Corp first reported a position in IDEX in Q2 2022 and held it in 17 quarters.
  • Investors Research Corp's IDEX position peaked at $9.52K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.