IAA
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Independent Advisor Alliance’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Independent Advisor Alliance’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-70,647
Closed -$2.68M – 1221
2026
Q1 		$2.68M Buy
+70,647
New +$2.78M 0.03% 473

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Advisor Alliance's FESM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026, closing a stake of 70,647 shares — an estimated $2.68M sold.

Independent Advisor Alliance first reported a position in FESM in Q1 2026 and held it in 1 quarter. The position peaked at $2.68M in Q1 2026. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 70,647 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $2.68M.
  • Independent Advisor Alliance first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Fidelity Enhanced Small Cap Core ETF position peaked at $2.68M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.