Meriwether Wealth & Planning’s IDEX IEX Stock Holding History

Meriwether Wealth & Planning’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	$2.96K	Buy	+13	New	+$2.96K	﹤0.01%	590

Other funds holding IEX

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

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Meriwether Wealth & Planning's IEX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in IDEX (IEX) in Q3 2026: 13 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

188 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Meriwether Wealth & Planning held 13 shares of IDEX worth $2.96K as of Q3 2026.
IDEX was a new Meriwether Wealth & Planning position in Q3 2026.
IDEX made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #590 holding.
188 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.