Castleview Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Castleview Partners’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$574K	Sell	9,248 -82	-0.9%	-$4.87K	0.25%	97
2026 Q1	$468K	Buy	9,330 +3,455	+59%	+$184K	0.24%	99
2025 Q4	$322K	Sell	5,875 -2,322	-28%	-$126K	0.16%	132
2025 Q3	$440K	Sell	8,197 -764	-9%	-$38.9K	0.24%	87
2025 Q2	$432K	Buy	+8,961	New	+$382K	0.28%	87
2023 Q2	–	Sell	-1,347	Closed	-$34.3K	–	698
2023 Q1	$34.3K	Sell	1,347 -5	-0.4%	-$118	0.03%	297
2022 Q4	$28.5K	Hold	1,352	–	–	0.03%	275
2022 Q3	$29K	Buy	1,352 +919	+212%	+$22K	0.03%	299
2022 Q2	$39.7K	Sell	433 -922	-68%	-$23.1K	0.03%	332
2022 Q1	$40K	Sell	1,355 -60,251	-98%	-$1.8M	0.02%	372
2021 Q4	$1.78K	Buy	+61,606	New	+$2.13M	0.01%	298

Other funds holding FBCG

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

Castleview Partners's FBCG Position: Q2 2026 in Review

Castleview Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.88% in Q2 2026, selling an estimated $4.87K and leaving 9,248 shares worth $574K. The position accounts for 0.25% of the portfolio, ranked #97.

Castleview Partners first reported a position in FBCG in Q4 2021 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Castleview Partners held 9,248 shares of Fidelity Blue Chip Growth ETF worth $574K as of Q2 2026.
Castleview Partners sold 82 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $4.87K.
Fidelity Blue Chip Growth ETF made up 0.25% of Castleview Partners's portfolio in Q2 2026, its #97 holding.
Castleview Partners first reported a position in Fidelity Blue Chip Growth ETF in Q4 2021 and has held it in 11 quarters since.
145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.