Physician Wealth Advisors’s IDEX IEX Stock Holding History

Physician Wealth 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	$3.18K	Buy	14 +2	+17%	+$423	﹤0.01%	1304
2026 Q1	$2.27K	Hold	12	–	–	﹤0.01%	1295
2025 Q4	$2.14K	Buy	12 +5	+71%	+$854	﹤0.01%	1262
2025 Q3	$1.14K	Buy	+7	New	+$1.18K	﹤0.01%	1499

Other funds holding IEX

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MPIA

Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return

Physician Wealth Advisors's IEX Position: Q2 2026 in Review

Physician Wealth Advisors increased its IDEX (IEX) stake by 17% in Q2 2026, buying an estimated $423 and bringing the position to 14 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Physician Wealth Advisors first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Physician Wealth Advisors held 14 shares of IDEX worth $3.18K as of Q2 2026.
Physician Wealth Advisors bought 2 IDEX shares in Q2 2026, an estimated $423.
IDEX made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1304 holding.
Physician Wealth Advisors first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.