Next Level Wealth Planning’s IDEX IEX Stock Holding History

Next Level 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	$87.8K	Buy	+385	New	+$87.8K	0.04%	126

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Next Level Wealth Planning's IEX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in IDEX (IEX) in Q3 2026: 385 shares worth $87.8K. The stake represents 0.04% of the portfolio and ranks #126 among its holdings.

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

Next Level Wealth Planning held 385 shares of IDEX worth $87.8K as of Q3 2026.
IDEX was a new Next Level Wealth Planning position in Q3 2026.
IDEX made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #126 holding.
328 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.