IWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Buy	+3,700	New	+$287K	0.03%	172
2021 Q4	–	Sell	-9,204	Closed	-$478K	–	271
2021 Q3	$478K	Buy	9,204 +5,440	+145%	+$283K	0.09%	126
2021 Q2	$204K	Buy	+3,764	New	+$204K	0.04%	171