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Independence Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Independence Financial Advisors’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 		$13.6M Buy
136,325
+6,012
+5% +$564K 3.52% 9
2026
Q1 		$11.3M Sell
130,313
-6,390
-5% -$575K 3.38% 14
2025
Q4 		$11.3M Buy
136,703
+3,976
+3% +$326K 3.1% 14
2025
Q3 		$10.9M Buy
132,727
+48,777
+58% +$3.91M 3.31% 15
2025
Q2 		$6.51M Sell
83,950
-4,281
-5% -$306K 2.53% 16
2025
Q1 		$6.04M Buy
+88,231
New +$6.31M 2.3% 15

Other funds holding FIDU

PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Independence Financial Advisors's FIDU Position: Q2 2026 in Review

Independence Financial Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 4.6% in Q2 2026, buying an estimated $564K and bringing the position to 136,325 shares worth $13.6M. The position accounts for 3.52% of the portfolio, ranked #9.

Independence Financial Advisors first reported a position in FIDU in Q1 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Independence Financial Advisors held 136,325 shares of Fidelity MSCI Industrials Index ETF worth $13.6M as of Q2 2026.
  • Independence Financial Advisors bought 6,012 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $564K.
  • Fidelity MSCI Industrials Index ETF made up 3.52% of Independence Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Independence Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.