Root Financial Partners
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Root Financial Partners’s IDEX IEX Stock Holding History

Root Financial Partners’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 		$86.2K Buy
+378
New +$86.2K ﹤0.01% 807
2026
Q2 		– Sell
-208
Closed -$39.4K – 1725
2026
Q1 		$39.4K Buy
208
+76
+58% +$15K ﹤0.01% 983
2025
Q4 		$23.5K Buy
132
+15
+13% +$2.56K ﹤0.01% 1097
2025
Q3 		$19K Buy
+117
New +$19.8K ﹤0.01% 1144

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Root Financial Partners's IEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in IDEX (IEX) in Q3 2026: 378 shares worth $86.2K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IEX as recently as Q1 2026.

Root Financial Partners first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Root Financial Partners held 378 shares of IDEX worth $86.2K as of Q3 2026.
  • IDEX was a new Root Financial Partners position in Q3 2026.
  • IDEX made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #807 holding.
  • Root Financial Partners first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 590 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.