NWAG
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
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% -$9.57K 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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Net Worth Advisory Group's IEX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its IDEX (IEX) stake by 7.9% in Q2 2026, selling an estimated $50.4K and leaving 2,775 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #150.

Net Worth Advisory Group first reported a position in IEX in Q3 2024 and has held it in 8 quarters since. 97 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Net Worth Advisory Group held 2,775 shares of IDEX worth $630K as of Q2 2026.
  • Net Worth Advisory Group sold 238 IDEX shares in Q2 2026, an estimated $50.4K.
  • IDEX made up 0.16% of Net Worth Advisory Group's portfolio in Q2 2026, its #150 holding.
  • Net Worth Advisory Group first reported a position in IDEX in Q3 2024 and has held it in 8 quarters since.
  • 97 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.