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Ironwood Wealth Management (West Virginia)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ironwood Wealth Management (West Virginia)’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
Q1 		– Sell
-75
Closed -$4K – 31
2020
Q4 		$4K Buy
+75
New +$4.14K ﹤0.01% 28

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CI
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s FHLC Position: Q1 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2021, closing a stake of 75 shares — an estimated $4K sold.

Ironwood Wealth Management (West Virginia) first reported a position in FHLC in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 237 funds tracked by Wall St. Rank hold FHLC as of Q1 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 75 Fidelity MSCI Health Care Index ETF shares in Q1 2021, an estimated $4K.
  • Ironwood Wealth Management (West Virginia) first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and held it in 1 quarter.
  • Ironwood Wealth Management (West Virginia)'s Fidelity MSCI Health Care Index ETF position peaked at $4K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q1 2021, filed 12 Apr 2021.