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Investors Research Corp’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Investors Research Corp’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
13,219
-221
-2% -$22.3K 0.24% 65
2026
Q1 		$1.25M Buy
13,440
+794
+6% +$79.5K 0.24% 74
2025
Q4 		$1.29M Sell
12,646
-13
-0.1% -$1.32K 0.24% 78
2025
Q3 		$1.3M Buy
12,659
+757
+6% +$74.8K 0.24% 81
2025
Q2 		$1.12M Buy
11,902
+1,333
+13% +$117K 0.22% 95
2025
Q1 		$893K Buy
10,569
+900
+9% +$84.6K 0.19% 120
2024
Q4 		$942K Buy
9,669
+496
+5% +$46.5K 0.21% 105
2024
Q3 		$811K Buy
9,173
+506
+6% +$41.9K 0.18% 140
2024
Q2 		$702K Buy
8,667
+561
+7% +$44.6K 0.16% 157
2024
Q1 		$669K Buy
8,106
+558
+7% +$44.2K 0.16% 171
2023
Q4 		$596K Buy
7,548
+466
+7% +$33.7K 0.14% 188
2023
Q3 		$495K Buy
7,082
+137
+2% +$10.1K 0.13% 206
2023
Q2 		$509K Buy
6,945
+197
+3% +$13.2K 0.13% 209
2023
Q1 		$442K Buy
6,748
+293
+5% +$18.5K 0.11% 227
2022
Q4 		$366K Buy
6,455
+874
+16% +$53K 0.1% 244
2022
Q3 		$340K Buy
5,581
+1,139
+26% +$76.2K 0.1% 242
2022
Q2 		$262K Buy
4,442
+1,235
+39% +$83.5K 0.08% 276
2022
Q1 		$254K Buy
3,207
+997
+45% +$78.6K 0.07% 296
2021
Q4 		$195K Buy
2,210
+604
+38% +$52.6K 0.06% 316
2021
Q3 		$129K Buy
1,606
+493
+44% +$40.4K 0.04% 363
2021
Q2 		$90K Buy
1,113
+614
+123% +$48.6K 0.03% 426
2021
Q1 		$38K Buy
499
+347
+228% +$26.1K 0.01% 570
2020
Q4 		$11K Buy
152
+29
+24% +$1.93K ﹤0.01% 835
2020
Q3 		$8K Buy
123
+9
+8% +$535 ﹤0.01% 856
2020
Q2 		$6K Buy
114
+23
+25% +$1.07K ﹤0.01% 879
2020
Q1 		$3K Buy
91
+65
+250% +$2.98K ﹤0.01% 971
2019
Q4 		$1K Buy
26
+13
+100% +$605 ﹤0.01% 1066
2019
Q3 		$1K Buy
+13
New +$598 ﹤0.01% 1074

Other funds holding FDIS

Lido Advisors
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Investors Research Corp's FDIS Position: Q2 2026 in Review

Investors Research Corp reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 1.6% in Q2 2026, selling an estimated $22.3K and leaving 13,219 shares worth $1.36M. The position accounts for 0.24% of the portfolio, ranked #65.

Investors Research Corp first reported a position in FDIS in Q3 2019 and has held it in 28 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Investors Research Corp held 13,219 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.36M as of Q2 2026.
  • Investors Research Corp sold 221 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $22.3K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.24% of Investors Research Corp's portfolio in Q2 2026, its #65 holding.
  • Investors Research Corp first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2019 and has held it in 28 quarters since.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.