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 Q3	$1.6K	Hold	7	–	–	﹤0.01%	297
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Networth Advisors's IEX Position: Q3 2026 in Review

Networth Advisors held its IDEX (IEX) position steady in Q3 2026 at 7 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Networth Advisors first reported a position in IEX in Q4 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Networth Advisors held 7 shares of IDEX worth $1.6K as of Q3 2026.
Networth Advisors left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #297 holding.
Networth Advisors first reported a position in IDEX in Q4 2025 and has held it in 4 quarters since.
410 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.