James T. Borello RIA
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James T. Borello RIA’s IDEX IEX Stock Holding History

James T. Borello RIA’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 		$10.5K Hold
46
– – ﹤0.01% 594
2026
Q2 		$10.4K Hold
46
– – ﹤0.01% 587
2026
Q1 		$8.72K Buy
46
+31
+207% +$6.12K ﹤0.01% 603
2025
Q4 		$2.67K Hold
15
– – ﹤0.01% 720
2025
Q3 		$2.44K Buy
+15
New +$2.53K ﹤0.01% 695

Other funds holding IEX

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

James T. Borello RIA's IEX Position: Q3 2026 in Review

James T. Borello RIA held its IDEX (IEX) position steady in Q3 2026 at 46 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

James T. Borello RIA first reported a position in IEX in Q3 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • James T. Borello RIA held 46 shares of IDEX worth $10.5K as of Q3 2026.
  • James T. Borello RIA left its IDEX share count unchanged in Q3 2026.
  • IDEX made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #594 holding.
  • James T. Borello RIA first reported a position in IDEX in Q3 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.