Balanced Rock Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Balanced Rock Investment Advisors’s Portfolio FSMD Stock Details FSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$576K	Buy	10,902 +515	+5%	+$25.5K	0.36%	60
2026 Q1	$465K	Buy	10,387 +621	+6%	+$28.5K	0.33%	63
2025 Q4	$431K	Buy	9,766 +1,703	+21%	+$74.6K	0.31%	64
2025 Q3	$355K	Buy	8,063 +427	+6%	+$18.3K	0.26%	75
2025 Q2	$317K	Buy	+7,636	New	+$301K	0.25%	79

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Balanced Rock Investment Advisors's FSMD Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 5% in Q2 2026, buying an estimated $25.5K and bringing the position to 10,902 shares worth $576K. The position accounts for 0.36% of the portfolio, ranked #60.

Balanced Rock Investment Advisors first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Balanced Rock Investment Advisors held 10,902 shares of Fidelity Small-Mid Multifactor ETF worth $576K as of Q2 2026.
Balanced Rock Investment Advisors bought 515 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $25.5K.
Fidelity Small-Mid Multifactor ETF made up 0.36% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #60 holding.
Balanced Rock Investment Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.