Iron Horse Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Iron Horse Wealth Management’s Portfolio FELV Stock Details FELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$32	Hold	1	–	–	﹤0.01%	582
2025 Q1	$30	Hold	1	–	–	﹤0.01%	591
2024 Q4	$30	Hold	1	–	–	﹤0.01%	502
2024 Q3	$30	Hold	1	–	–	﹤0.01%	502
2024 Q2	$28	Hold	1	–	–	﹤0.01%	483
2024 Q1	$28	Sell	1 -134	-99%	-$3.7K	﹤0.01%	464
2023 Q4	$3.62K	Buy	+135	New	+$3.5K	﹤0.01%	300

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Iron Horse Wealth Management's FELV Position: Q2 2025 in Review

Iron Horse Wealth Management held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q2 2025 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Iron Horse Wealth Management first reported a position in FELV in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.62K in Q4 2023. 134 funds tracked by Wall St. Rank hold FELV as of Q2 2025.

Iron Horse Wealth Management held 1 share of Fidelity Enhanced Large Cap Value ETF worth $32 as of Q2 2025.
Iron Horse Wealth Management left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q2 2025.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #582 holding.
Iron Horse Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Iron Horse Wealth Management's Fidelity Enhanced Large Cap Value ETF position peaked at $3.62K in Q4 2023.
134 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.