Salvus Wealth Management
IEX icon

Salvus Wealth Management’s IDEX IEX Stock Holding History

Salvus Wealth Management’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 		$514K Buy
2,253
+5
+0.2% +$1.14K 0.29% 88
2026
Q2 		$510K Buy
2,248
+28
+1% +$5.92K 0.29% 85
2026
Q1 		$421K Buy
2,220
+625
+39% +$123K 0.24% 92
2025
Q4 		$284K Buy
1,595
+110
+7% +$18.8K 0.16% 111
2025
Q3 		$242K Buy
+1,485
New +$251K 0.14% 122

Other funds holding IEX

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Salvus Wealth Management's IEX Position: Q3 2026 in Review

Salvus Wealth Management increased its IDEX (IEX) stake by 0.22% in Q3 2026, buying an estimated $1.14K and bringing the position to 2,253 shares worth $514K. The position accounts for 0.29% of the portfolio, ranked #88.

Salvus Wealth Management first reported a position in IEX in Q3 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Salvus Wealth Management held 2,253 shares of IDEX worth $514K as of Q3 2026.
  • Salvus Wealth Management bought 5 IDEX shares in Q3 2026, an estimated $1.14K.
  • IDEX made up 0.29% of Salvus Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Salvus Wealth Management first reported a position in IDEX in Q3 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

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