Ironwood Wealth Management (West Virginia)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2021 Q3	–	Sell	-200	Closed	-$11K	–	24
2021 Q2	$11K	Hold	200	–	–	0.01%	28
2021 Q1	$10K	Buy	200 +100	+100%	+$4.91K	0.01%	23
2020 Q4	$5K	Buy	+100	New	+$4.42K	﹤0.01%	26

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s FIDU Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2021, closing a stake of 200 shares — an estimated $11K sold.

Ironwood Wealth Management (West Virginia) first reported a position in FIDU in Q4 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

Ironwood Wealth Management (West Virginia) reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2021 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 200 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $11K.
Ironwood Wealth Management (West Virginia) first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and held it in 3 quarters.
Ironwood Wealth Management (West Virginia)'s Fidelity MSCI Industrials Index ETF position peaked at $11K in Q2 2021.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.