IWM
FTEC icon

IHT Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

IHT Wealth Management’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Sell
10,690
-5,919
-36% -$1.3M 0.05% 340
2025
Q4 		$3.73M Sell
16,609
-491
-3% -$111K 0.09% 221
2025
Q3 		$3.8M Buy
17,100
+1,044
+7% +$217K 0.1% 205
2025
Q2 		$3.17M Buy
16,056
+11,694
+268% +$2.02M 0.09% 224
2025
Q1 		$703K Buy
4,362
+2
+0% +$359 0.02% 567
2024
Q4 		$806K Buy
+4,360
New +$797K 0.03% 525
2018
Q2 		– Sell
-202
Closed -$10K – 770
2018
Q1 		$10K Buy
202
+1
+0.5% +$53 ﹤0.01% 1186
2017
Q4 		$11K Hold
201
– – ﹤0.01% 1167
2017
Q3 		$9K Buy
+201
New +$9.04K ﹤0.01% 984

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Envestnet Asset Management
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AM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return