HWM
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HB Wealth Management’s IDEX IEX Stock Holding History

HB Wealth Management’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
Q1 		$457K Buy
2,413
+105
+5% +$20.7K ﹤0.01% 1018
2025
Q4 		$411K Buy
2,308
+809
+54% +$138K ﹤0.01% 982
2025
Q3 		$244K Buy
1,499
+326
+28% +$55.1K ﹤0.01% 1180
2025
Q2 		$206K Buy
+1,173
New +$208K ﹤0.01% 1092
2025
Q1 		– Sell
-1,157
Closed -$242K – 1249
2024
Q4 		$242K Buy
1,157
+217
+23% +$47.5K ﹤0.01% 901
2024
Q3 		$202K Buy
+940
New +$189K ﹤0.01% 894
2023
Q4 		– Sell
-1,218
Closed -$253K – 807
2023
Q3 		$253K Buy
+1,218
New +$264K ﹤0.01% 617

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return