IBEX Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

IBEX Wealth Advisors’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$369K	Hold	3,700	–	–	0.03%	175
2026 Q1	$320K	Buy	+3,700	New	+$333K	0.03%	182
2025 Q4	–	Sell	-3,700	Closed	-$303K	–	149
2025 Q3	$303K	Hold	3,700	–	–	0.03%	179
2025 Q2	$287K	Buy	+3,700	New	+$265K	0.03%	172
2021 Q4	–	Sell	-9,204	Closed	-$478K	–	269
2021 Q3	$478K	Buy	9,204 +5,440	+145%	+$295K	0.09%	126
2021 Q2	$204K	Buy	+3,764	New	+$204K	0.04%	171

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IBEX Wealth Advisors's FIDU Position: Q2 2026 in Review

IBEX Wealth Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 3,700 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #175.

IBEX Wealth Advisors first reported a position in FIDU in Q2 2021 and has held it in 6 quarters since. The position peaked at $478K in Q3 2021. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

IBEX Wealth Advisors held 3,700 shares of Fidelity MSCI Industrials Index ETF worth $369K as of Q2 2026.
IBEX Wealth Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #175 holding.
IBEX Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and has held it in 6 quarters since.
IBEX Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $478K in Q3 2021.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.