Private Wealth Management Group’s IDEX IEX Stock Holding History

Private Wealth Management 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 Q3	$3.19K	Hold	14	–	–	﹤0.01%	1021
2026 Q2	$3.18K	Hold	14	–	–	﹤0.01%	1011
2026 Q1	$2.65K	Hold	14	–	–	﹤0.01%	987
2025 Q4	$2.49K	Hold	14	–	–	﹤0.01%	1011
2025 Q3	$2.28K	Hold	14	–	–	﹤0.01%	1074
2025 Q2	$2.46K	Sell	14 -29	-67%	-$5.14K	﹤0.01%	1021
2025 Q1	$7.78K	Sell	43 -5	-10%	-$995	﹤0.01%	560
2024 Q4	$10K	Hold	48	–	–	﹤0.01%	469
2024 Q3	$10.3K	Hold	48	–	–	﹤0.01%	451
2024 Q2	$9.7K	Sell	48 -49	-51%	-$10.7K	﹤0.01%	450
2024 Q1	$23.7K	Hold	97	–	–	0.01%	241
2023 Q4	$21.1K	Buy	+97	New	+$19.6K	0.01%	259

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

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

Private Wealth Management Group's IEX Position: Q3 2026 in Review

Private Wealth Management Group held its IDEX (IEX) position steady in Q3 2026 at 14 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Private Wealth Management Group first reported a position in IEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.7K in Q1 2024. 361 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Private Wealth Management Group held 14 shares of IDEX worth $3.19K as of Q3 2026.
Private Wealth Management Group left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1021 holding.
Private Wealth Management Group first reported a position in IDEX in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's IDEX position peaked at $23.7K in Q1 2024.
361 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.