Net Worth Advisory Group
IEX icon

Net Worth Advisory Group’s IDEX IEX Stock Holding History

Net Worth Advisory 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 		$629K Sell
2,735
-40
-1% -$9.12K 0.16% 149
2026
Q2 		$630K Sell
2,775
-238
-8% -$50.4K 0.16% 150
2026
Q1 		$571K Buy
3,013
+119
+4% +$23.5K 0.12% 184
2025
Q4 		$515K Sell
2,894
-56
-2% -$9.6K 0.1% 203
2025
Q3 		$480K Sell
2,950
-294
-9% -$49.7K 0.14% 170
2025
Q2 		$570K Buy
3,244
+479
+17% +$84.9K 0.13% 175
2025
Q1 		$500K Buy
2,765
+114
+4% +$22.7K 0.16% 157
2024
Q4 		$555K Buy
2,651
+73
+3% +$16K 0.17% 156
2024
Q3 		$553K Buy
+2,578
New +$520K 0.16% 167

Other funds holding IEX

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Net Worth Advisory Group's IEX Position: Q3 2026 in Review

Net Worth Advisory Group reduced its IDEX (IEX) stake by 1.4% in Q3 2026, selling an estimated $9.12K and leaving 2,735 shares worth $629K. The position accounts for 0.16% of the portfolio, ranked #149.

Net Worth Advisory Group first reported a position in IEX in Q3 2024 and has held it in 9 quarters since. The position peaked at $630K in Q2 2026. 124 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Net Worth Advisory Group held 2,735 shares of IDEX worth $629K as of Q3 2026.
  • Net Worth Advisory Group sold 40 IDEX shares in Q3 2026, an estimated $9.12K.
  • IDEX made up 0.16% of Net Worth Advisory Group's portfolio in Q3 2026, its #149 holding.
  • Net Worth Advisory Group first reported a position in IDEX in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's IDEX position peaked at $630K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.