Planning Strategies Inc.’s IDEX IEX Stock Holding History

Planning Strategies Inc.’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	$227	Buy	+1	New	+$212	﹤0.01%	975

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

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

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

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

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

Planning Strategies Inc.'s IEX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in IDEX (IEX) in Q2 2026: 1 share worth $227. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings.

172 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Planning Strategies Inc. held 1 share of IDEX worth $227 as of Q2 2026.
IDEX was a new Planning Strategies Inc. position in Q2 2026.
IDEX made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #975 holding.
172 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.