TFC Financial Management’s IDEX IEX Stock Holding History

TFC Financial 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	$227	Hold	1	–	–	﹤0.01%	831
2026 Q1	$190	Hold	1	–	–	﹤0.01%	795
2025 Q4	$178	Hold	1	–	–	﹤0.01%	789
2025 Q3	$163	Sell	1 -3	-75%	-$507	﹤0.01%	829
2025 Q2	$703	Buy	4 +2	+100%	+$355	﹤0.01%	625
2025 Q1	$362	Hold	2	–	–	﹤0.01%	687
2024 Q4	$419	Hold	2	–	–	﹤0.01%	683
2024 Q3	$429	Hold	2	–	–	﹤0.01%	693
2024 Q2	$403	Sell	2 -1	-33%	-$218	﹤0.01%	671
2024 Q1	$733	Buy	3 +1	+50%	+$226	﹤0.01%	588
2023 Q4	$435	Buy	+2	New	+$403	﹤0.01%	612
2023 Q2	–	Sell	-1	Closed	-$232	–	689
2023 Q1	$232	Buy	+1	New	+$227	﹤0.01%	620

Other funds holding IEX

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TFC Financial Management's IEX Position: Q2 2026 in Review

TFC Financial Management held its IDEX (IEX) position steady in Q2 2026 at 1 share worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #831.

TFC Financial Management first reported a position in IEX in Q1 2023 and has held it in 12 quarters since. The position peaked at $733 in Q1 2024. 263 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

TFC Financial Management held 1 share of IDEX worth $227 as of Q2 2026.
TFC Financial Management left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #831 holding.
TFC Financial Management first reported a position in IDEX in Q1 2023 and has held it in 12 quarters since.
TFC Financial Management's IDEX position peaked at $733 in Q1 2024.
263 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.