Seneschal Advisors’s IDEX IEX Stock Holding History

Seneschal 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 Q3	$456	Hold	2	–	–	﹤0.01%	441
2026 Q2	$454	Hold	2	–	–	﹤0.01%	426
2026 Q1	$380	Buy	2 +1	+100%	+$197	﹤0.01%	422
2025 Q4	$178	Hold	1	–	–	﹤0.01%	537
2025 Q3	$163	Buy	+1	New	+$169	﹤0.01%	547

Other funds holding IEX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Seneschal Advisors's IEX Position: Q3 2026 in Review

Seneschal Advisors held its IDEX (IEX) position steady in Q3 2026 at 2 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Seneschal Advisors first reported a position in IEX in Q3 2025 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Seneschal Advisors held 2 shares of IDEX worth $456 as of Q3 2026.
Seneschal Advisors left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Seneschal Advisors's portfolio in Q3 2026, its #441 holding.
Seneschal Advisors first reported a position in IDEX in Q3 2025 and has held it in 5 quarters since.
590 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Seneschal Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.