IronBridge Private Wealth’s Fidelity International Value Factor ETF FIVA Stock Holding History

IronBridge Private Wealth’s Portfolio FIVA Stock Details FIVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4	Closed	–	–	124
2021 Q4	$0	Hold	4	–	–	﹤0.01%	306
2021 Q3	$0	Buy	+4	New	+$98	﹤0.01%	284

Other funds holding FIVA

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

KAS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IronBridge Private Wealth's FIVA Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Fidelity International Value Factor ETF (FIVA) in Q1 2022, closing a stake of 4 shares.

IronBridge Private Wealth first reported a position in FIVA in Q3 2021 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 14 funds tracked by Wall St. Rank hold FIVA as of Q1 2022.

IronBridge Private Wealth reported no remaining Fidelity International Value Factor ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 4 Fidelity International Value Factor ETF shares in Q1 2022.
IronBridge Private Wealth first reported a position in Fidelity International Value Factor ETF in Q3 2021 and held it in 2 quarters.
IronBridge Private Wealth's Fidelity International Value Factor ETF position peaked at $0 in Q4 2021.
14 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.