Networth Advisors’s IDEX IEX Stock Holding History

Networth Advisors’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	$1.59K	Hold	7	–	–	﹤0.01%	298
2026 Q1	$1.33K	Hold	7	–	–	﹤0.01%	313
2025 Q4	$1.25K	Buy	+7	New	+$1.2K	﹤0.01%	297

Other funds holding IEX

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Networth Advisors's IEX Position: Q2 2026 in Review

Networth Advisors held its IDEX (IEX) position steady in Q2 2026 at 7 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Networth Advisors first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Networth Advisors held 7 shares of IDEX worth $1.59K as of Q2 2026.
Networth Advisors left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #298 holding.
Networth Advisors first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
289 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.