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Jaffetilchin Investment Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Jaffetilchin Investment Partners’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
2026
Q1 		$898K Sell
12,767
-330
-3% -$24.4K 0.05% 200
2025
Q4 		$973K Buy
13,097
+232
+2% +$16.7K 0.06% 192
2025
Q3 		$860K Sell
12,865
-376
-3% -$24.3K 0.05% 207
2025
Q2 		$847K Sell
13,241
-18
-0.1% -$1.15K 0.06% 203
2025
Q1 		$906K Buy
13,259
+97
+0.7% +$6.66K 0.07% 182
2024
Q4 		$860K Sell
13,162
-236
-2% -$16.4K 0.06% 176
2024
Q3 		$975K Sell
13,398
-154
-1% -$11K 0.07% 153
2024
Q2 		$930K Buy
13,552
+83
+0.6% +$5.61K 0.08% 138
2024
Q1 		$940K Sell
13,469
-440
-3% -$29.8K 0.08% 136
2023
Q4 		$900K Sell
13,909
-78
-0.6% -$4.76K 0.09% 144
2023
Q3 		$847K Sell
13,987
-17
-0.1% -$1.07K 0.09% 132
2023
Q2 		$884K Buy
14,004
+5,091
+57% +$319K 0.09% 134
2023
Q1 		$548K Buy
8,913
+34
+0.4% +$2.11K 0.06% 184
2022
Q4 		$568K Buy
8,879
+201
+2% +$12.6K 0.07% 184
2022
Q3 		$500K Buy
8,678
+32
+0.4% +$1.97K 0.06% 176
2022
Q2 		$525K Buy
8,646
+881
+11% +$54.7K 0.06% 179
2022
Q1 		$463K Buy
7,765
+758
+11% +$48.3K 0.05% 195
2021
Q4 		$481K Sell
7,007
-50
-0.7% -$3.29K 0.05% 220
2021
Q3 		$450K Buy
7,057
+445
+7% +$29.4K 0.05% 216
2021
Q2 		$421K Buy
6,612
+123
+2% +$7.58K 0.03% 284
2021
Q1 		$383K Buy
6,489
+2,467
+61% +$146K 0.05% 233
2020
Q4 		$232K Sell
4,022
-137
-3% -$7.56K 0.03% 248
2020
Q3 		$219K Sell
4,159
-603
-13% -$31.5K 0.04% 207
2020
Q2 		$237K Buy
+4,762
New +$231K 0.05% 183
2020
Q1 		– Sell
-4,122
Closed -$205K – 180
2019
Q4 		$205K Buy
+4,122
New +$191K 0.04% 220
2019
Q3 		– Sell
-5,985
Closed -$269K – 230
2019
Q2 		$269K Buy
5,985
+422
+8% +$18.4K 0.06% 207
2019
Q1 		$248K Sell
5,563
-14,502
-72% -$633K 0.06% 239
2018
Q4 		$829K Buy
20,065
+15,374
+328% +$676K 0.21% 69
2018
Q3 		$220K Sell
4,691
-226
-5% -$10.1K 0.05% 276
2018
Q2 		$203K Buy
+4,917
New +$200K 0.05% 283

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jaffetilchin Investment Partners's FHLC Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.5% in Q1 2026, selling an estimated $24.4K and leaving 12,767 shares worth $898K. The position accounts for 0.05% of the portfolio, ranked #200.

Jaffetilchin Investment Partners first reported a position in FHLC in Q2 2018 and has held it in 30 quarters since. The position peaked at $975K in Q3 2024. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Jaffetilchin Investment Partners held 12,767 shares of Fidelity MSCI Health Care Index ETF worth $898K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 330 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $24.4K.
  • Fidelity MSCI Health Care Index ETF made up 0.05% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #200 holding.
  • Jaffetilchin Investment Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2018 and has held it in 30 quarters since.
  • Jaffetilchin Investment Partners's Fidelity MSCI Health Care Index ETF position peaked at $975K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.