Independence Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Independence Financial Advisors’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9M	Buy	185,438 +15,034	+9%	+$1.09M	3.34%	12
2026 Q1	$11.6M	Buy	170,404 +5,765	+4%	+$415K	3.48%	10
2025 Q4	$12.1M	Buy	164,639 +4,318	+3%	+$306K	3.32%	12
2025 Q3	$11.4M	Buy	160,321 +13,880	+9%	+$938K	3.47%	12
2025 Q2	$9.49M	Sell	146,441 -13,309	-8%	-$775K	3.69%	13
2025 Q1	$8.99M	Buy	+159,750	New	+$9.62M	3.42%	12

Other funds holding FCOM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Vertex Investment Solutions Chiyoda-Ku $148M AUM

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return