Spire Wealth Management
IEX icon

Spire Wealth Management’s IDEX IEX Stock Holding History

Spire 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 		$35.8K Buy
157
+1
+0.6% +$228 ﹤0.01% 1234
2026
Q2 		$35.4K Hold
156
– – ﹤0.01% 1268
2026
Q1 		$29.6K Buy
156
+53
+51% +$10.5K ﹤0.01% 1315
2025
Q4 		$18.3K Sell
103
-45
-30% -$7.69K ﹤0.01% 1514
2025
Q3 		$24.1K Buy
148
+95
+179% +$16K ﹤0.01% 1467
2025
Q2 		$9.3K Sell
53
-117
-69% -$20.7K ﹤0.01% 1743
2025
Q1 		$30.7K Sell
170
-191
-53% -$38K ﹤0.01% 1461
2024
Q4 		$75.6K Sell
361
-6,908
-95% -$1.51M ﹤0.01% 1141
2024
Q3 		$1.56M Sell
7,269
-15,052
-67% -$3.03M 0.05% 281
2024
Q2 		$4.49M Sell
22,321
-3,113
-12% -$680K 0.16% 133
2024
Q1 		$6.21M Sell
25,434
-2
-0% -$452 0.11% 130
2023
Q4 		$5.27M Buy
25,436
+7,739
+44% +$1.56M 0.17% 130
2023
Q3 		$3.68M Buy
+17,697
New +$3.84M 0.14% 162
2022
Q1 		– Sell
-32
Closed -$8K – 2685
2021
Q4 		$8K Buy
+32
New +$7.27K ﹤0.01% 2446
2021
Q2 		– Sell
-32
Closed -$7K – 2758
2021
Q1 		$7K Buy
+32
New +$6.34K ﹤0.01% 2523

Other funds holding IEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Spire Wealth Management's IEX Position: Q3 2026 in Review

Spire Wealth Management increased its IDEX (IEX) stake by 0.64% in Q3 2026, buying an estimated $228 and bringing the position to 157 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Spire Wealth Management first reported a position in IEX in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.21M in Q1 2024. 410 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Spire Wealth Management held 157 shares of IDEX worth $35.8K as of Q3 2026.
  • Spire Wealth Management bought 1 IDEX share in Q3 2026, an estimated $228.
  • IDEX made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1234 holding.
  • Spire Wealth Management first reported a position in IDEX in Q1 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's IDEX position peaked at $6.21M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.