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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
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

Other funds holding IEX

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
RS
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Root Financial Partners's IEX Position: Q2 2026 in Review

Root Financial Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 208 shares — an estimated $39.4K sold.

Root Financial Partners first reported a position in IEX in Q3 2025 and held it in 3 quarters. The position peaked at $39.4K in Q1 2026. 192 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Root Financial Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 208 IDEX shares in Q2 2026, an estimated $39.4K.
  • Root Financial Partners first reported a position in IDEX in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's IDEX position peaked at $39.4K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.