IAG Wealth Partners’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

IAG Wealth Partners’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.61M	Buy	121,321 +26,698	+28%	+$1.05M	0.51%	42
2025 Q4	$3.57M	Buy	94,623 +7,293	+8%	+$272K	0.41%	45
2025 Q3	$3.19M	Buy	87,330 +7,754	+10%	+$266K	0.38%	46
2025 Q2	$2.55M	Sell	79,576 -19,979	-20%	-$594K	0.34%	47
2025 Q1	$2.93M	Buy	+99,555	New	+$3.19M	0.46%	40

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IAG Wealth Partners's FESM Position: Q1 2026 in Review

IAG Wealth Partners increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 28% in Q1 2026, buying an estimated $1.05M and bringing the position to 121,321 shares worth $4.61M. The position accounts for 0.51% of the portfolio, ranked #42.

IAG Wealth Partners first reported a position in FESM in Q1 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

IAG Wealth Partners held 121,321 shares of Fidelity Enhanced Small Cap Core ETF worth $4.61M as of Q1 2026.
IAG Wealth Partners bought 26,698 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $1.05M.
Fidelity Enhanced Small Cap Core ETF made up 0.51% of IAG Wealth Partners's portfolio in Q1 2026, its #42 holding.
IAG Wealth Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.