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Secured Retirement Advisors’s IDEX IEX Stock Holding History

Secured Retirement Advisors’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 		$1.79M Buy
+7,871
New +$1.67M 0.92% 32

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Secured Retirement Advisors's IEX Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in IDEX (IEX) in Q2 2026: 7,871 shares worth $1.79M. The stake represents 0.92% of the portfolio and ranks #32 among its holdings.

98 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Secured Retirement Advisors held 7,871 shares of IDEX worth $1.79M as of Q2 2026.
  • IDEX was a new Secured Retirement Advisors position in Q2 2026.
  • IDEX made up 0.92% of Secured Retirement Advisors's portfolio in Q2 2026, its #32 holding.
  • 98 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.