Iron Horse Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$377	Hold	6	–	–	﹤0.01%	552
2025 Q1	$401	Hold	6	–	–	﹤0.01%	558
2024 Q4	$382	Hold	6	–	–	﹤0.01%	469
2024 Q3	$424	Hold	6	–	–	﹤0.01%	468
2024 Q2	$398	Hold	6	–	–	﹤0.01%	449
2024 Q1	$404	Hold	6	–	–	﹤0.01%	434
2023 Q4	$373	Hold	6	–	–	﹤0.01%	462
2023 Q3	$348	Hold	6	–	–	﹤0.01%	476
2023 Q2	$362	Buy	6 +1	+20%	+$63	﹤0.01%	291
2023 Q1	$351	Hold	5	–	–	﹤0.01%	324
2022 Q4	$0	Buy	+5	New	+$313	﹤0.01%	248
2022 Q2	–	Sell	-5	Closed	–	–	266
2022 Q1	$0	Hold	5	–	–	﹤0.01%	229
2021 Q4	$0	Hold	5	–	–	﹤0.01%	219
2021 Q3	$0	Hold	5	–	–	﹤0.01%	209
2021 Q2	$0	Hold	5	–	–	﹤0.01%	192
2021 Q1	$0	Hold	5	–	–	﹤0.01%	184
2020 Q4	$0	Buy	+5	New	+$276	﹤0.01%	173

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

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

Iron Horse Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2025 at 6 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Iron Horse Wealth Management first reported a position in FHLC in Q4 2020 and has held it in 17 quarters since. The position peaked at $424 in Q3 2024. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Iron Horse Wealth Management held 6 shares of Fidelity MSCI Health Care Index ETF worth $377 as of Q2 2025.
Iron Horse Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2025.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #552 holding.
Iron Horse Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $424 in Q3 2024.
337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

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