Investment Advisory Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Investment Advisory Services’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	$4.96M	Buy	102,740 +23,867	+30%	+$1.05M	1.43%	17
2026 Q1	$3M	Buy	78,873 +29,840	+61%	+$1.17M	0.95%	28
2025 Q4	$1.85M	Buy	49,033 +3,956	+9%	+$148K	0.58%	43
2025 Q3	$1.65M	Buy	45,077 +15,668	+53%	+$538K	0.52%	44
2025 Q2	$941K	Buy	+29,409	New	+$874K	0.31%	58

Other funds holding FESM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Investment Advisory Services's FESM Position: Q2 2026 in Review

Investment Advisory Services increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 30% in Q2 2026, buying an estimated $1.05M and bringing the position to 102,740 shares worth $4.96M. The position accounts for 1.43% of the portfolio, ranked #17.

Investment Advisory Services first reported a position in FESM in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Investment Advisory Services held 102,740 shares of Fidelity Enhanced Small Cap Core ETF worth $4.96M as of Q2 2026.
Investment Advisory Services bought 23,867 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $1.05M.
Fidelity Enhanced Small Cap Core ETF made up 1.43% of Investment Advisory Services's portfolio in Q2 2026, its #17 holding.
Investment Advisory Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.