HWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11K Buy
64
+14
+28% +$2.41K ﹤0.01% 812
2025
Q1 		$9K Buy
50
+1
+2% +$180 ﹤0.01% 851
2024
Q4 		$10K Buy
49
+18
+58% +$3.67K ﹤0.01% 764
2024
Q3 		$6K Buy
+31
New +$6K ﹤0.01% 878