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Hemington Wealth Management’s IDEX IEX Stock Holding History

Hemington 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
2025
Q3 		$9K Sell
61
-3
-5% -$507 ﹤0.01% 925
2025
Q2 		$11K Buy
64
+14
+28% +$2.48K ﹤0.01% 812
2025
Q1 		$9K Buy
50
+1
+2% +$199 ﹤0.01% 851
2024
Q4 		$10K Buy
49
+18
+58% +$3.94K ﹤0.01% 764
2024
Q3 		$6K Buy
+31
New +$6.25K ﹤0.01% 878

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hemington Wealth Management's IEX Position: Q3 2025 in Review

Hemington Wealth Management reduced its IDEX (IEX) stake by 4.7% in Q3 2025, selling an estimated $507 and leaving 61 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Hemington Wealth Management first reported a position in IEX in Q3 2024 and has held it in 5 quarters since. The position peaked at $11K in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Hemington Wealth Management held 61 shares of IDEX worth $9K as of Q3 2025.
  • Hemington Wealth Management sold 3 IDEX shares in Q3 2025, an estimated $507.
  • IDEX made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #925 holding.
  • Hemington Wealth Management first reported a position in IDEX in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's IDEX position peaked at $11K in Q2 2025.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.