Ironwood Financial’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ironwood Financial’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-31	Closed	-$2K	–	257
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	504
2021 Q2	$3K	Sell	31 -15	-33%	-$1.19K	﹤0.01%	461
2021 Q1	$4K	Hold	46	–	–	﹤0.01%	431
2020 Q4	$3K	Hold	46	–	–	﹤0.01%	409
2020 Q3	$3K	Hold	46	–	–	﹤0.01%	361
2020 Q2	$2K	Buy	+46	New	+$2.15K	﹤0.01%	359

Other funds holding FDIS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ironwood Financial's FDIS Position: Q4 2021 in Review

Ironwood Financial sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2021, closing a stake of 31 shares — an estimated $2K sold.

Ironwood Financial first reported a position in FDIS in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 201 funds tracked by Wall St. Rank hold FDIS as of Q4 2021.

Ironwood Financial reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 31 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2021, an estimated $2K.
Ironwood Financial first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4K in Q1 2021.
201 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.