IFA
FREL icon

Independence Financial Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Independence Financial Advisors’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
13,665
+2,320
+20% +$67.3K 0.1% 45
2026
Q1 		$305K Buy
11,345
+3
+0% +$84 0.09% 44
2025
Q4 		$305K Buy
11,342
+3
+0% +$82 0.08% 46
2025
Q3 		$315K Buy
11,339
+3
+0% +$83 0.1% 45
2025
Q2 		$307K Buy
11,336
+4
+0% +$107 0.12% 46
2025
Q1 		$311K Buy
+11,332
New +$312K 0.12% 40

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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

Independence Financial Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 20% in Q2 2026, buying an estimated $67.3K and bringing the position to 13,665 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #45.

Independence Financial Advisors first reported a position in FREL in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Independence Financial Advisors held 13,665 shares of Fidelity MSCI Real Estate Index ETF worth $400K as of Q2 2026.
  • Independence Financial Advisors bought 2,320 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $67.3K.
  • Fidelity MSCI Real Estate Index ETF made up 0.1% of Independence Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Independence Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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