IHWM
FELG icon

Iron Horse Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Iron Horse Wealth Management’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,313
Closed -$46.4K – 618
2024
Q4 		$46.4K Buy
+1,313
New +$45.5K 0.02% 121
2024
Q1 		– Sell
-6,463
Closed -$170K – 480
2023
Q4 		$170K Buy
+6,463
New +$166K 0.07% 41

Other funds holding FELG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Iron Horse Wealth Management's FELG Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2025, closing a stake of 1,313 shares — an estimated $46.4K sold.

Iron Horse Wealth Management first reported a position in FELG in Q4 2023 and held it in 2 quarters. The position peaked at $170K in Q4 2023. 143 funds tracked by Wall St. Rank hold FELG as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 1,313 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2025, an estimated $46.4K.
  • Iron Horse Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $170K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.