HHM Wealth Advisors’s IDEX IEX Stock Holding History

HHM Wealth Advisors’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 Q1	–	Sell	-5	Closed	-$1.05K	–	982
2024 Q4	$1.05K	Buy	+5	New	+$1.09K	﹤0.01%	848

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's IEX Position: Q1 2025 in Review

HHM Wealth Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 5 shares — an estimated $1.05K sold.

HHM Wealth Advisors first reported a position in IEX in Q4 2024 and held it in 1 quarter. The position peaked at $1.05K in Q4 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

HHM Wealth Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 5 IDEX shares in Q1 2025, an estimated $1.05K.
HHM Wealth Advisors first reported a position in IDEX in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's IDEX position peaked at $1.05K in Q4 2024.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.