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Investors Research Corp’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Investors Research Corp’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 		$16.7M Sell
216,139
-2,111
-1% -$152K 2.99% 8
2026
Q1 		$15.4M Buy
218,250
+5,171
+2% +$382K 2.93% 9
2025
Q4 		$15.8M Buy
213,079
+7,644
+4% +$550K 2.9% 8
2025
Q3 		$13.7M Buy
205,435
+10,564
+5% +$682K 2.54% 9
2025
Q2 		$12.5M Buy
194,871
+17,212
+10% +$1.1M 2.44% 9
2025
Q1 		$12.1M Buy
177,659
+14,564
+9% +$1,000K 2.63% 9
2024
Q4 		$10.7M Buy
163,095
+9,953
+6% +$692K 2.34% 9
2024
Q3 		$11.1M Buy
153,142
+11,319
+8% +$810K 2.44% 9
2024
Q2 		$9.73M Buy
141,823
+8,782
+7% +$593K 2.27% 9
2024
Q1 		$9.28M Buy
133,041
+3,714
+3% +$252K 2.17% 10
2023
Q4 		$8.37M Buy
129,327
+4,920
+4% +$301K 2.02% 10
2023
Q3 		$7.54M Buy
124,407
+4,595
+4% +$289K 1.97% 10
2023
Q2 		$7.56M Buy
119,812
+4,706
+4% +$295K 1.91% 9
2023
Q1 		$7.08M Buy
115,106
+5,091
+5% +$316K 1.84% 7
2022
Q4 		$7.04M Buy
110,015
+7,051
+7% +$441K 1.9% 3
2022
Q3 		$5.94M Buy
102,964
+11,022
+12% +$678K 1.82% 2
2022
Q2 		$5.58M Buy
91,942
+15,490
+20% +$961K 1.68% 2
2022
Q1 		$5.02M Buy
76,452
+19,323
+34% +$1.23M 1.42% 6
2021
Q4 		$3.92M Buy
57,129
+15,486
+37% +$1.02M 1.19% 9
2021
Q3 		$2.66M Buy
41,643
+9,716
+30% +$642K 0.9% 17
2021
Q2 		$2.04M Buy
31,927
+10,903
+52% +$672K 0.7% 26
2021
Q1 		$1.24M Buy
21,024
+9,840
+88% +$582K 0.47% 59
2020
Q4 		$646K Buy
11,184
+6,236
+126% +$344K 0.25% 140
2020
Q3 		$260K Buy
+4,948
New +$259K 0.13% 242

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Investors Research Corp reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.97% in Q2 2026, selling an estimated $152K and leaving 216,139 shares worth $16.7M. The position accounts for 2.99% of the portfolio, ranked #8.

Investors Research Corp first reported a position in FHLC in Q3 2020 and has held it in 24 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Investors Research Corp held 216,139 shares of Fidelity MSCI Health Care Index ETF worth $16.7M as of Q2 2026.
  • Investors Research Corp sold 2,111 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $152K.
  • Fidelity MSCI Health Care Index ETF made up 2.99% of Investors Research Corp's portfolio in Q2 2026, its #8 holding.
  • Investors Research Corp first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and has held it in 24 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

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