SWIM
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Smallwood Wealth Investment Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Smallwood Wealth Investment Management’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Hold
299
– – 0.01% 303
2026
Q1 		$11.4K Buy
+299
New +$11.8K 0.01% 319

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FFN
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KWM
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SL
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PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Smallwood Wealth Investment Management's FESM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Fidelity Enhanced Small Cap Core ETF (FESM) position steady in Q2 2026 at 299 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #303.

Smallwood Wealth Investment Management first reported a position in FESM in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Smallwood Wealth Investment Management held 299 shares of Fidelity Enhanced Small Cap Core ETF worth $14.4K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Fidelity Enhanced Small Cap Core ETF share count unchanged in Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #303 holding.
  • Smallwood Wealth Investment Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.