Sheets Smith Wealth Management’s IDEX IEX Stock Holding History

Sheets Smith 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	$280K	Hold	1,229	–	–	0.03%	348
2026 Q2	$279K	Hold	1,229	–	–	0.03%	357
2026 Q1	$233K	Sell	1,229 -2	-0.2%	-$395	0.03%	372
2025 Q4	$219K	Buy	+1,231	New	+$210K	0.02%	379
2025 Q3	–	Sell	-4,207	Closed	-$739K	–	412
2025 Q2	$739K	Hold	4,207	–	–	0.09%	216
2025 Q1	$761K	Buy	4,207 +655	+18%	+$130K	0.09%	192
2024 Q4	$743K	Hold	3,552	–	–	0.09%	194
2024 Q3	$762K	Sell	3,552 -110	-3%	-$22.2K	0.09%	185
2024 Q2	$737K	Buy	3,662 +792	+28%	+$173K	0.09%	183
2024 Q1	$700K	Buy	+2,870	New	+$648K	0.08%	198

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Sheets Smith Wealth Management's IEX Position: Q3 2026 in Review

Sheets Smith Wealth Management held its IDEX (IEX) position steady in Q3 2026 at 1,229 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #348.

Sheets Smith Wealth Management first reported a position in IEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $762K in Q3 2024. 74 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Sheets Smith Wealth Management held 1,229 shares of IDEX worth $280K as of Q3 2026.
Sheets Smith Wealth Management left its IDEX share count unchanged in Q3 2026.
IDEX made up 0.03% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #348 holding.
Sheets Smith Wealth Management first reported a position in IDEX in Q1 2024 and has held it in 10 quarters since.
Sheets Smith Wealth Management's IDEX position peaked at $762K in Q3 2024.
74 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.