Investment Advisory Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Investment Advisory Group’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$887K	Sell	17,696 -209	-1%	-$11.1K	0.23%	84
2025 Q4	$982K	Sell	17,905 -5	-0%	-$271	0.25%	76
2025 Q3	$961K	Buy	17,910 +188	+1%	+$9.57K	0.26%	75
2025 Q2	$855K	Sell	17,722 -183	-1%	-$7.81K	0.26%	75
2025 Q1	$716K	Sell	17,905 -692	-4%	-$31.3K	0.24%	83
2024 Q4	$860K	Buy	18,597 +5,701	+44%	+$258K	0.29%	69
2024 Q3	$552K	Buy	12,896 +1,940	+18%	+$80.3K	0.19%	92
2024 Q2	$465K	Buy	10,956 +2,075	+23%	+$81.9K	0.18%	93
2024 Q1	$342K	Buy	8,881 +851	+11%	+$30.7K	0.14%	108
2023 Q4	$267K	Buy	+8,030	New	+$247K	0.12%	119

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment Advisory Group's FBCG Position: Q1 2026 in Review

Investment Advisory Group reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 1.2% in Q1 2026, selling an estimated $11.1K and leaving 17,696 shares worth $887K. The position accounts for 0.23% of the portfolio, ranked #84.

Investment Advisory Group first reported a position in FBCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $982K in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Investment Advisory Group held 17,696 shares of Fidelity Blue Chip Growth ETF worth $887K as of Q1 2026.
Investment Advisory Group sold 209 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $11.1K.
Fidelity Blue Chip Growth ETF made up 0.23% of Investment Advisory Group's portfolio in Q1 2026, its #84 holding.
Investment Advisory Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 10 quarters since.
Investment Advisory Group's Fidelity Blue Chip Growth ETF position peaked at $982K in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.