SSWM
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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
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

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AAMU
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
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P
PensionDanmark Copenhagen O, Denmark $12B AUM
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return