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Merit Financial Group’s IDEX IEX Stock Holding History

Merit Financial 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
Q2 		$631K Buy
2,780
+430
+18% +$91K ﹤0.01% 1359
2026
Q1 		$445K Buy
2,350
+168
+8% +$33.2K ﹤0.01% 1434
2025
Q4 		$388K Buy
+2,182
New +$373K ﹤0.01% 1430

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

Merit Financial Group's IEX Position: Q2 2026 in Review

Merit Financial Group increased its IDEX (IEX) stake by 18% in Q2 2026, buying an estimated $91K and bringing the position to 2,780 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Merit Financial Group first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Merit Financial Group held 2,780 shares of IDEX worth $631K as of Q2 2026.
  • Merit Financial Group bought 430 IDEX shares in Q2 2026, an estimated $91K.
  • IDEX made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1359 holding.
  • Merit Financial Group first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.