RAFFA WEALTH MANAGEMENT, LLC’s IDEX IEX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.54K	Buy	20 +6	+43%	+$1.27K	﹤0.01%	614
2026 Q1	$2.65K	Hold	14	–	–	﹤0.01%	677
2025 Q4	$2.49K	Hold	14	–	–	﹤0.01%	687
2025 Q3	$2.28K	Hold	14	–	–	﹤0.01%	679
2025 Q2	$2.46K	Hold	14	–	–	﹤0.01%	644
2025 Q1	$2.53K	Hold	14	–	–	﹤0.01%	577
2024 Q4	$2.93K	Hold	14	–	–	﹤0.01%	571
2024 Q3	$3K	Hold	14	–	–	﹤0.01%	534
2024 Q2	$2.82K	Hold	14	–	–	﹤0.01%	638
2024 Q1	$3.42K	Hold	14	–	–	﹤0.01%	577
2023 Q4	$3.04K	Hold	14	–	–	﹤0.01%	495
2023 Q3	$2.91K	Hold	14	–	–	﹤0.01%	488
2023 Q2	$3.01K	Buy	14 +5	+56%	+$1.05K	﹤0.01%	490
2023 Q1	$2.08K	Hold	9	–	–	﹤0.01%	593
2022 Q4	$2.06K	Hold	9	–	–	﹤0.01%	584
2022 Q3	$1.8K	Hold	9	–	–	﹤0.01%	630
2022 Q2	$1.64K	Hold	9	–	–	﹤0.01%	660
2022 Q1	$1.73K	Hold	9	–	–	﹤0.01%	685
2021 Q4	$2.13K	Hold	9	–	–	﹤0.01%	643
2021 Q3	$1.86K	Hold	9	–	–	﹤0.01%	635
2021 Q2	$1.98K	Hold	9	–	–	﹤0.01%	630
2021 Q1	$1.88K	Hold	9	–	–	﹤0.01%	657
2020 Q4	$1.79K	Hold	9	–	–	﹤0.01%	584
2020 Q3	$1.64K	Hold	9	–	–	﹤0.01%	539
2020 Q2	$1.42K	Hold	9	–	–	﹤0.01%	557
2020 Q1	$1.24K	Hold	9	–	–	﹤0.01%	527
2019 Q4	$1.55K	Hold	9	–	–	﹤0.01%	459
2019 Q3	$1.48K	Buy	+9	New	+$1.49K	﹤0.01%	463
2019 Q2	–	Sell	-9	Closed	-$1.37K	–	1033
2019 Q1	$1.37K	Hold	9	–	–	﹤0.01%	451
2018 Q4	$1.14K	Hold	9	–	–	﹤0.01%	483
2018 Q3	$1.36K	Hold	9	–	–	﹤0.01%	476
2018 Q2	$1.23K	Hold	9	–	–	﹤0.01%	482
2018 Q1	$1.28K	Buy	+9	New	+$1.26K	﹤0.01%	437
2017 Q1	–	Sell	-8	Closed	-$720	–	596
2016 Q4	$720	Hold	8	–	–	﹤0.01%	564
2016 Q3	$749	Hold	8	–	–	﹤0.01%	524
2016 Q2	$657	Hold	8	–	–	﹤0.01%	560
2016 Q1	$663	Hold	8	–	–	﹤0.01%	554
2015 Q4	$613	Hold	8	–	–	﹤0.01%	587
2015 Q3	$570	Hold	8	–	–	﹤0.01%	610
2015 Q2	$629	Hold	8	–	–	﹤0.01%	587
2015 Q1	$607	Hold	8	–	–	﹤0.01%	599
2014 Q4	$623	Hold	8	–	–	﹤0.01%	567
2014 Q3	$579	Buy	+8	New	+$617	﹤0.01%	542
2014 Q1	–	Sell	-8	Closed	-$623	–	481
2013 Q4	$623	Buy	+8	New	+$556	﹤0.01%	567

Other funds holding IEX

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IEX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its IDEX (IEX) stake by 43% in Q2 2026, buying an estimated $1.27K and bringing the position to 20 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IEX in Q4 2013 and has held it in 44 quarters since. 172 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 20 shares of IDEX worth $4.54K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 6 IDEX shares in Q2 2026, an estimated $1.27K.
IDEX made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #614 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in IDEX in Q4 2013 and has held it in 44 quarters since.
172 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.