True Wealth Design
IEX icon

True Wealth Design’s IDEX IEX Stock Holding History

True Wealth Design’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 		$43.1K Buy
189
+80
+73% +$18.2K 0.01% 564
2026
Q2 		$24.7K Buy
109
+40
+58% +$8.46K 0.01% 737
2026
Q1 		$13.1K Buy
69
+5
+8% +$987 ﹤0.01% 877
2025
Q4 		$11.4K Buy
64
+49
+327% +$8.37K ﹤0.01% 806
2025
Q3 		$2.44K Buy
15
+4
+36% +$676 ﹤0.01% 1389
2025
Q2 		$1.93K Buy
11
+3
+38% +$532 ﹤0.01% 1199
2025
Q1 		$1.45K Buy
8
+3
+60% +$597 ﹤0.01% 1127
2024
Q4 		$1.05K Buy
5
+1
+25% +$219 ﹤0.01% 926
2024
Q3 		$858 Hold
4
– – ﹤0.01% 1008
2024
Q2 		$805 Buy
4
+1
+33% +$218 ﹤0.01% 559
2024
Q1 		$733 Buy
3
+1
+50% +$226 ﹤0.01% 537
2023
Q4 		$435 Hold
2
– – ﹤0.01% 501
2023
Q3 		$417 Hold
2
– – ﹤0.01% 464
2023
Q2 		$431 Hold
2
– – ﹤0.01% 486
2023
Q1 		$463 Hold
2
– – ﹤0.01% 542
2022
Q4 		$457 Buy
+2
New +$447 ﹤0.01% 476

Other funds holding IEX

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

True Wealth Design's IEX Position: Q3 2026 in Review

True Wealth Design increased its IDEX (IEX) stake by 73% in Q3 2026, buying an estimated $18.2K and bringing the position to 189 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #564.

True Wealth Design first reported a position in IEX in Q4 2022 and has held it in 16 quarters since. 123 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • True Wealth Design held 189 shares of IDEX worth $43.1K as of Q3 2026.
  • True Wealth Design bought 80 IDEX shares in Q3 2026, an estimated $18.2K.
  • IDEX made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #564 holding.
  • True Wealth Design first reported a position in IDEX in Q4 2022 and has held it in 16 quarters since.
  • 123 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.