Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s IDEX IEX Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.51M Buy
17,449
+6,032
+53% +$1.28M 0.01% 1222
2026
Q1 		$1.95M Sell
11,417
-1,128
-9% -$223K ﹤0.01% 1399
2025
Q4 		$2.31M Buy
12,545
+4,112
+49% +$703K ﹤0.01% 1438
2025
Q3 		$1.4M Buy
8,433
+2,092
+33% +$353K ﹤0.01% 1654
2025
Q2 		$1.15M Buy
6,341
+1,202
+23% +$213K ﹤0.01% 1666
2025
Q1 		$930K Buy
5,139
+214
+4% +$42.6K ﹤0.01% 1634
2024
Q4 		$1.03M Buy
4,925
+61
+1% +$13.3K ﹤0.01% 1527
2024
Q3 		$1.04M Buy
4,864
+2,646
+119% +$533K ﹤0.01% 1370
2024
Q2 		$446K Buy
2,218
+69
+3% +$15.1K ﹤0.01% 1716
2024
Q1 		$524K Sell
2,149
-1,380
-39% -$312K ﹤0.01% 1556
2023
Q4 		$766K Buy
3,529
+1,099
+45% +$222K ﹤0.01% 1273
2023
Q3 		$506K Buy
2,430
+163
+7% +$35.4K ﹤0.01% 1419
2023
Q2 		$488K Buy
2,267
+1,150
+103% +$242K 0.01% 355
2023
Q1 		$258K Sell
1,117
-3,035
-73% -$689K ﹤0.01% 468
2022
Q4 		$967K Sell
4,152
-7,435
-64% -$1.66M 0.01% 227
2022
Q3 		$2.34M Buy
+11,587
New +$2.34M 0.03% 160

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's IEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its IDEX (IEX) stake by 53% in Q2 2026, buying an estimated $1.28M and bringing the position to 17,449 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #1222.

Wealth Enhancement Advisory Services first reported a position in IEX in Q3 2022 and has held it in 16 quarters since. 109 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,449 shares of IDEX worth $3.51M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,032 IDEX shares in Q2 2026, an estimated $1.28M.
  • IDEX made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1222 holding.
  • Wealth Enhancement Advisory Services first reported a position in IDEX in Q3 2022 and has held it in 16 quarters since.
  • 109 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.