Wedmont Private Capital’s IDEX IEX Stock Holding History

Wedmont Private Capital’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	$251K	Buy	+1,083	New	+$247K	0.01%	861
2024 Q2	–	Sell	-966	Closed	-$233K	–	656
2024 Q1	$233K	Buy	+966	New	+$218K	0.02%	520
2023 Q4	–	Sell	-1,219	Closed	-$254K	–	579
2023 Q3	$254K	Buy	1,219 +16	+1%	+$3.47K	0.03%	421
2023 Q2	$252K	Sell	1,203 -336	-22%	-$70.6K	0.03%	424
2023 Q1	$338K	Sell	1,539 -123	-7%	-$27.9K	0.04%	306
2022 Q4	$386K	Buy	+1,662	New	+$371K	0.06%	270

Other funds holding IEX

FAM

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Wedmont Private Capital's IEX Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in IDEX (IEX) in Q3 2026: 1,083 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in IEX as recently as Q1 2024.

Wedmont Private Capital first reported a position in IEX in Q4 2022 and has held it in 6 quarters since. The position peaked at $386K in Q4 2022. 19 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Wedmont Private Capital held 1,083 shares of IDEX worth $251K as of Q3 2026.
IDEX was a new Wedmont Private Capital position in Q3 2026.
IDEX made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #861 holding.
Wedmont Private Capital first reported a position in IDEX in Q4 2022 and has held it in 6 quarters since.
Wedmont Private Capital's IDEX position peaked at $386K in Q4 2022.
19 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.