McClarren Financial Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

McClarren Financial 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 Q2	–	Sell	-39	Closed	-$12K	–	153
2025 Q1	$12K	Buy	+39	New	+$1.76K	0.01%	205
2024 Q4	–	Sell	-42	Closed	-$4	–	240
2024 Q3	$4	Hold	42	–	–	﹤0.01%	208
2024 Q2	$4K	Sell	42 -61	-59%	-$2.41K	﹤0.01%	267
2024 Q1	$4K	Buy	103 +91	+758%	+$3.28K	﹤0.01%	261
2023 Q4	$0	Hold	12	–	–	﹤0.01%	390
2023 Q3	$0	Hold	12	–	–	﹤0.01%	346
2023 Q2	$0	Hold	12	–	–	﹤0.01%	381
2023 Q1	$0	Hold	12	–	–	﹤0.01%	378
2022 Q4	$0	Hold	12	–	–	﹤0.01%	383
2022 Q3	$0	Buy	+12	New	+$288	﹤0.01%	316
2022 Q2	–	Sell	-12	Closed	–	–	101
2022 Q1	$0	Sell	12 -1	-8%	-$30	﹤0.01%	290
2021 Q4	$1K	Buy	13 +1	+8%	+$35	﹤0.01%	315
2021 Q3	$0	Hold	12	–	–	﹤0.01%	302
2021 Q2	$0	Hold	12	–	–	﹤0.01%	320
2021 Q1	$0	Hold	12	–	–	﹤0.01%	281
2020 Q4	$0	Buy	+12	New	+$318	﹤0.01%	233

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

McClarren Financial Advisors's FBCG Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2025, closing a stake of 39 shares — an estimated $12K sold.

McClarren Financial Advisors first reported a position in FBCG in Q4 2020 and held it in 16 quarters. The position peaked at $12K in Q1 2025. 200 funds tracked by Wall St. Rank hold FBCG as of Q2 2025.

McClarren Financial Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 39 Fidelity Blue Chip Growth ETF shares in Q2 2025, an estimated $12K.
McClarren Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $12K in Q1 2025.
200 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.