Valued Wealth Advisors’s IDEX IEX Stock Holding History

Valued Wealth Advisors’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	$684	Hold	3	–	–	﹤0.01%	816
2026 Q2	$681	Hold	3	–	–	﹤0.01%	822
2026 Q1	$569	Hold	3	–	–	﹤0.01%	661
2025 Q4	$534	Hold	3	–	–	﹤0.01%	529
2025 Q3	$489	Hold	3	–	–	﹤0.01%	518
2025 Q2	$527	Hold	3	–	–	﹤0.01%	515
2025 Q1	$543	Hold	3	–	–	﹤0.01%	550
2024 Q4	$628	Hold	3	–	–	﹤0.01%	530
2024 Q3	$644	Hold	3	–	–	﹤0.01%	514
2024 Q2	$604	Hold	3	–	–	﹤0.01%	485
2024 Q1	$733	Hold	3	–	–	﹤0.01%	467
2023 Q4	$625	Buy	+3	New	+$605	﹤0.01%	418

Other funds holding IEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Valued Wealth Advisors's IEX Position: Q3 2026 in Review

Valued Wealth Advisors held its IDEX (IEX) position steady in Q3 2026 at 3 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Valued Wealth Advisors first reported a position in IEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $733 in Q1 2024. 367 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Valued Wealth Advisors held 3 shares of IDEX worth $684 as of Q3 2026.
Valued Wealth Advisors left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #816 holding.
Valued Wealth Advisors first reported a position in IDEX in Q4 2023 and has held it in 12 quarters since.
Valued Wealth Advisors's IDEX position peaked at $733 in Q1 2024.
367 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.