IF
FHLC icon

Ironwood Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-1,216
Closed -$78K – 261
2021
Q3 		$78K Hold
1,216
– – 0.02% 157
2021
Q2 		$78K Sell
1,216
-8
-0.7% -$493 0.02% 152
2021
Q1 		$72K Hold
1,224
– – 0.02% 148
2020
Q4 		$71K Hold
1,224
– – 0.03% 145
2020
Q3 		$64K Hold
1,224
– – 0.03% 104
2020
Q2 		$61K Buy
1,224
+24
+2% +$1.16K 0.03% 99
2020
Q1 		$52K Buy
+1,200
New +$56.9K 0.04% 83

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Ironwood Financial's FHLC Position: Q4 2021 in Review

Ironwood Financial sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2021, closing a stake of 1,216 shares — an estimated $78K sold.

Ironwood Financial first reported a position in FHLC in Q1 2020 and held it in 7 quarters. The position peaked at $78K in Q3 2021. 263 funds tracked by Wall St. Rank hold FHLC as of Q4 2021.

  • Ironwood Financial reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,216 Fidelity MSCI Health Care Index ETF shares in Q4 2021, an estimated $78K.
  • Ironwood Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and held it in 7 quarters.
  • Ironwood Financial's Fidelity MSCI Health Care Index ETF position peaked at $78K in Q3 2021.
  • 263 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2021.

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