IF
ONEQ icon

Ironwood Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Ironwood Financial’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$469K Hold
4,603
– – 0.07% 124
2026
Q1 		$391K Hold
4,603
– – 0.07% 124
2025
Q4 		$430K Hold
4,603
– – 0.07% 119
2025
Q3 		$410K Sell
4,603
-2,530
-35% -$214K 0.07% 121
2025
Q2 		$486K Hold
7,133
– – 0.1% 111
2025
Q1 		$486K Hold
7,133
– – 0.1% 111
2024
Q4 		$543K Hold
7,133
– – 0.11% 103
2024
Q3 		$511K Hold
7,133
– – 0.11% 105
2024
Q2 		$499K Buy
7,133
+3
+0% +$196 0.11% 105
2024
Q1 		$459K Buy
7,130
+4
+0.1% +$247 0.11% 112
2023
Q4 		$422K Buy
7,126
+5
+0.1% +$274 0.1% 110
2023
Q3 		$370K Buy
7,121
+4
+0.1% +$217 0.1% 106
2023
Q2 		$385K Sell
7,117
-137
-2% -$6.82K 0.1% 107
2023
Q1 		$348K Buy
7,254
+5
+0.1% +$225 0.1% 111
2022
Q4 		$297K Buy
7,249
+7
+0.1% +$299 0.09% 117
2022
Q3 		$300K Buy
7,242
+5
+0.1% +$233 0.1% 96
2022
Q2 		$312K Buy
7,237
+2,535
+54% +$121K 0.1% 99
2022
Q1 		$261K Buy
4,702
+3
+0.1% +$164 0.07% 107
2021
Q4 		$286K Buy
4,699
+4
+0.1% +$240 0.08% 107
2021
Q3 		$264K Buy
4,695
+3
+0.1% +$173 0.08% 103
2021
Q2 		$264K Buy
4,692
+2
+0% +$108 0.08% 101
2021
Q1 		$241K Hold
4,690
– – 0.08% 99
2020
Q4 		$235K Buy
4,690
+10
+0.2% +$465 0.09% 93
2020
Q3 		$203K Hold
4,680
– – 0.1% 59
2020
Q2 		$183K Buy
4,680
+10
+0.2% +$354 0.1% 57
2020
Q1 		$140K Hold
4,670
– – 0.1% 47
2019
Q4 		$163K Sell
4,670
-260
-5% -$8.63K 0.07% 60
2019
Q3 		$155K Buy
4,930
+10
+0.2% +$317 0.07% 60
2019
Q2 		$155K Hold
4,920
– – 0.08% 60
2019
Q1 		$149K Buy
4,920
+10
+0.2% +$288 0.08% 62
2018
Q4 		$128K Buy
+4,910
New +$139K 0.07% 64

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Ironwood Financial's ONEQ Position: Q2 2026 in Review

Ironwood Financial held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 4,603 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #124.

Ironwood Financial first reported a position in ONEQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $543K in Q4 2024. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Ironwood Financial held 4,603 shares of Fidelity Nasdaq Composite Index ETF worth $469K as of Q2 2026.
  • Ironwood Financial left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.07% of Ironwood Financial's portfolio in Q2 2026, its #124 holding.
  • Ironwood Financial first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2018 and has held it in 31 quarters since.
  • Ironwood Financial's Fidelity Nasdaq Composite Index ETF position peaked at $543K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

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