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IDEX Corporation shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in IDEX Corporation

Tip: Access up to 7 years of quarterly data

All positions including IDEX Corporation held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in IDEX Corporation by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 595 162.76

More positions owned by Dynamic Wealth Strategies

Ishares Tr Xpnd Tec Sc Etf (IGM)
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)
Vanguard Index Fds Alue Etf (VTV)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Sci Eafe Etf (EFA)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Ishares Tr Afe Value Etf (EFV)
Ishares Sci Jpn Etf New (EWJ)
Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)
Ishares Tr -10 Yr Trsy Bd (IEF)
Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

Top funds holding IDEX Corporation

Vanguard Group
Wellington Management Company
BlackRock
State Street Corporation
Morgan Stanley
Nordea Investment Management Ab
Geode Capital Management
Impax Asset Management Group
Van Eck Associates Corp.
Invesco
PRIMECAP Management Company
Amundi
First Trust Advisors
Champlain Investment Partners
Fenimore Asset Management

View all funds holding IDEX Corporation