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IVC Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

IVC Wealth Advisors’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,745
Closed -$325K – 187
2025
Q2 		$325K Buy
6,745
+40
+0.6% +$1.71K 0.16% 116
2025
Q1 		$268K Sell
6,705
-128
-2% -$5.79K 0.14% 130
2024
Q4 		$316K Buy
+6,833
New +$310K 0.18% 111

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

IVC Wealth Advisors's FBCG Position: Q3 2025 in Review

IVC Wealth Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2025, closing a stake of 6,745 shares — an estimated $325K sold.

IVC Wealth Advisors first reported a position in FBCG in Q4 2024 and held it in 3 quarters. The position peaked at $325K in Q2 2025. 221 funds tracked by Wall St. Rank hold FBCG as of Q3 2025.

  • IVC Wealth Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 6,745 Fidelity Blue Chip Growth ETF shares in Q3 2025, an estimated $325K.
  • IVC Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and held it in 3 quarters.
  • IVC Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $325K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2025.

Based on IVC Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.