IWM
FIDU icon

IHT Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

IHT Wealth Management’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 		$4.13M Sell
41,441
-2,996
-7% -$281K 0.09% 244
2026
Q1 		$3.84M Buy
44,437
+492
+1% +$44.3K 0.09% 228
2025
Q4 		$3.62M Buy
43,945
+732
+2% +$60.1K 0.09% 227
2025
Q3 		$3.54M Sell
43,213
-82
-0.2% -$6.57K 0.09% 219
2025
Q2 		$3.36M Buy
43,295
+2,757
+7% +$197K 0.09% 210
2025
Q1 		$2.78M Buy
+40,538
New +$2.9M 0.09% 219

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IHT Wealth Management's FIDU Position: Q2 2026 in Review

IHT Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 6.7% in Q2 2026, selling an estimated $281K and leaving 41,441 shares worth $4.13M. The position accounts for 0.09% of the portfolio, ranked #244.

IHT Wealth Management first reported a position in FIDU in Q1 2025 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • IHT Wealth Management held 41,441 shares of Fidelity MSCI Industrials Index ETF worth $4.13M as of Q2 2026.
  • IHT Wealth Management sold 2,996 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $281K.
  • Fidelity MSCI Industrials Index ETF made up 0.09% of IHT Wealth Management's portfolio in Q2 2026, its #244 holding.
  • IHT Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.