Ironwood Financial’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Ironwood Financial’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$751K	Buy	7,838 +1,705	+28%	+$160K	0.12%	102
2026 Q1	$531K	Buy	+6,133	New	+$552K	0.09%	112
2021 Q4	–	Sell	-7	Closed	–	–	262
2021 Q3	$0	Hold	7	–	–	﹤0.01%	575
2021 Q2	$0	Sell	7 -3	-30%	-$163	﹤0.01%	565
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	511
2020 Q4	$0	Hold	10	–	–	﹤0.01%	489
2020 Q3	$0	Hold	10	–	–	﹤0.01%	438
2020 Q2	$0	Buy	+10	New	+$337	﹤0.01%	410

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Ironwood Financial's FIDU Position: Q2 2026 in Review

Ironwood Financial increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 28% in Q2 2026, buying an estimated $160K and bringing the position to 7,838 shares worth $751K. The position accounts for 0.12% of the portfolio, ranked #102.

Ironwood Financial first reported a position in FIDU in Q2 2020 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Ironwood Financial held 7,838 shares of Fidelity MSCI Industrials Index ETF worth $751K as of Q2 2026.
Ironwood Financial bought 1,705 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $160K.
Fidelity MSCI Industrials Index ETF made up 0.12% of Ironwood Financial's portfolio in Q2 2026, its #102 holding.
Ironwood Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2020 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.