Independent Financial Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Independent Financial Group’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$679K	Buy	8,792 +400	+5%	+$28.7K	0.01%	845
2026 Q1	$590K	Buy	8,392 +10	+0.1%	+$738	0.01%	851
2025 Q4	$623K	Sell	8,382 -172	-2%	-$12.4K	0.01%	789
2025 Q3	$572K	Buy	8,554 +1,497	+21%	+$96.7K	0.01%	789
2025 Q2	$451K	Hold	7,057	–	–	0.01%	824
2025 Q1	$482K	Buy	+7,057	New	+$484K	0.02%	727
2024 Q4	–	Sell	-3,745	Closed	-$273K	–	1186
2024 Q3	$273K	Buy	+3,745	New	+$268K	0.01%	916

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's FHLC Position: Q2 2026 in Review

Independent Financial Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 4.8% in Q2 2026, buying an estimated $28.7K and bringing the position to 8,792 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #845.

Independent Financial Group first reported a position in FHLC in Q3 2024 and has held it in 7 quarters since. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Independent Financial Group held 8,792 shares of Fidelity MSCI Health Care Index ETF worth $679K as of Q2 2026.
Independent Financial Group bought 400 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $28.7K.
Fidelity MSCI Health Care Index ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #845 holding.
Independent Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and has held it in 7 quarters since.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.