Mather Group’s IDEX IEX Stock Holding History

Mather Group’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	$123K	Buy	539 +37	+7%	+$8.44K	﹤0.01%	903
2026 Q2	$114K	Buy	502 +14	+3%	+$2.96K	﹤0.01%	911
2026 Q1	$92.5K	Buy	+488	New	+$96.3K	﹤0.01%	908
2025 Q4	–	Sell	-449	Closed	-$73.1K	–	1108
2025 Q3	$73.1K	Buy	+449	New	+$75.8K	﹤0.01%	828
2025 Q2	–	Sell	-485	Closed	-$87.8K	–	1124
2025 Q1	$87.8K	Sell	485 -39	-7%	-$7.76K	﹤0.01%	775
2024 Q4	$110K	Buy	524 +25	+5%	+$5.47K	﹤0.01%	716
2024 Q3	$107K	Sell	499 -32	-6%	-$6.45K	﹤0.01%	721
2024 Q2	$130K	Buy	531 +27	+5%	+$5.9K	﹤0.01%	731
2024 Q1	$109K	Buy	+504	New	+$114K	﹤0.01%	680

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mather Group's IEX Position: Q3 2026 in Review

Mather Group increased its IDEX (IEX) stake by 7.4% in Q3 2026, buying an estimated $8.44K and bringing the position to 539 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Mather Group first reported a position in IEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $130K in Q2 2024. 124 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Mather Group held 539 shares of IDEX worth $123K as of Q3 2026.
Mather Group bought 37 IDEX shares in Q3 2026, an estimated $8.44K.
IDEX made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #903 holding.
Mather Group first reported a position in IDEX in Q1 2024 and has held it in 9 quarters since.
Mather Group's IDEX position peaked at $130K in Q2 2024.
124 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.