IFG Advisory’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

IFG Advisory’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	–	Sell	-42,498	Closed	-$1.61M	–	497
2025 Q4	$1.61M	Sell	42,498 -2,301	-5%	-$85.8K	0.07%	282
2025 Q3	$1.64M	Buy	44,799 +26,009	+138%	+$893K	0.07%	269
2025 Q2	$601K	Buy	+18,790	New	+$558K	0.03%	438

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

IFG Advisory's FESM Position: Q1 2026 in Review

IFG Advisory sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026, closing a stake of 42,498 shares — an estimated $1.61M sold.

IFG Advisory first reported a position in FESM in Q2 2025 and held it in 3 quarters. The position peaked at $1.64M in Q3 2025. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

IFG Advisory reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 42,498 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $1.61M.
IFG Advisory first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and held it in 3 quarters.
IFG Advisory's Fidelity Enhanced Small Cap Core ETF position peaked at $1.64M in Q3 2025.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.