Investment Advisory Services’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Investment Advisory Services’s Portfolio FMDE Stock Details FMDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.12M	Buy	101,609 +27,202	+37%	+$1.06M	1.19%	22
2026 Q1	$2.68M	Buy	74,407 +30,786	+71%	+$1.14M	0.85%	32
2025 Q4	$1.59M	Buy	43,621 +4,388	+11%	+$158K	0.5%	48
2025 Q3	$1.42M	Buy	39,233 +16,320	+71%	+$577K	0.45%	49
2025 Q2	$789K	Buy	+22,913	New	+$737K	0.26%	66

Other funds holding FMDE

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

KWM

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

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Investment Advisory Services increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 37% in Q2 2026, buying an estimated $1.06M and bringing the position to 101,609 shares worth $4.12M. The position accounts for 1.19% of the portfolio, ranked #22.

Investment Advisory Services first reported a position in FMDE in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Investment Advisory Services held 101,609 shares of Fidelity Enhanced Mid Cap Core ETF worth $4.12M as of Q2 2026.
Investment Advisory Services bought 27,202 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $1.06M.
Fidelity Enhanced Mid Cap Core ETF made up 1.19% of Investment Advisory Services's portfolio in Q2 2026, its #22 holding.
Investment Advisory Services first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

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