NWAG
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Net Worth Advisory Group’s IDEX IEX Stock Holding History

Net Worth Advisory Group’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 		$570K Buy
3,244
+479
+17% +$84.1K 0.13% 175
2025
Q1 		$500K Buy
2,765
+114
+4% +$20.6K 0.16% 157
2024
Q4 		$555K Buy
2,651
+73
+3% +$15.3K 0.17% 156
2024
Q3 		$553K Buy
+2,578
New +$553K 0.16% 167