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Legacy Wealth Management (Mississippi)’s IDEX IEX Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$1.99M Sell
8,755
-220
-2% -$46.5K 0.51% 29
2026
Q1 		$1.7M Sell
8,975
-579
-6% -$114K 0.48% 37
2025
Q4 		$1.7M Sell
9,554
-3,799
-28% -$649K 0.45% 36
2025
Q3 		$2.17M Sell
13,353
-3,110
-19% -$525K 0.65% 31
2025
Q2 		$2.89M Buy
16,463
+14,990
+1,018% +$2.66M 0.88% 30
2025
Q1 		$267K Buy
+1,473
New +$293K 0.09% 85

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s IEX Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its IDEX (IEX) stake by 2.5% in Q2 2026, selling an estimated $46.5K and leaving 8,755 shares worth $1.99M. The position accounts for 0.51% of the portfolio, ranked #29.

Legacy Wealth Management (Mississippi) first reported a position in IEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q2 2025. 129 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 8,755 shares of IDEX worth $1.99M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 220 IDEX shares in Q2 2026, an estimated $46.5K.
  • IDEX made up 0.51% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #29 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in IDEX in Q1 2025 and has held it in 6 quarters since.
  • Legacy Wealth Management (Mississippi)'s IDEX position peaked at $2.89M in Q2 2025.
  • 129 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.