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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
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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Salvus Wealth Management's IEX Position: Q2 2026 in Review

Salvus Wealth Management increased its IDEX (IEX) stake by 1.3% in Q2 2026, buying an estimated $5.92K and bringing the position to 2,248 shares worth $510K. The position accounts for 0.29% of the portfolio, ranked #85.

Salvus Wealth Management first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Salvus Wealth Management held 2,248 shares of IDEX worth $510K as of Q2 2026.
  • Salvus Wealth Management bought 28 IDEX shares in Q2 2026, an estimated $5.92K.
  • IDEX made up 0.29% of Salvus Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Salvus Wealth Management first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.