Yoder Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.55M Buy
59,519
+7,637
+15% +$765K 2.53% 13
2025
Q4
$5.3M Buy
51,882
+7,174
+16% +$728K 2.41% 13
2025
Q3
$4.6M Buy
44,708
+2,521
+6% +$249K 2.18% 14
2025
Q2
$3.97M Buy
42,187
+828
+2% +$72.9K 2.07% 15
2025
Q1
$3.5M Buy
41,359
+1,525
+4% +$143K 1.97% 14
2024
Q4
$3.88M Buy
39,834
+1,811
+5% +$170K 2.14% 14
2024
Q3
$3.36M Buy
38,023
+2,186
+6% +$181K 2.02% 14
2024
Q2
$2.9M Buy
35,837
+1,094
+3% +$86.9K 1.88% 15
2024
Q1
$2.87M Sell
34,743
-221
-0.6% -$17.5K 1.87% 17
2023
Q4
$2.76M Sell
34,964
-347
-1% -$25.1K 1.95% 16
2023
Q3
$2.47M Buy
35,311
+589
+2% +$43.3K 2.03% 14
2023
Q2
$2.55M Buy
34,722
+2,942
+9% +$196K 2.01% 14
2023
Q1
$2.08M Buy
+31,780
New +$2M 1.73% 19

Other funds holding FDIS

Yoder Wealth Management's FDIS Position: Q1 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 15% in Q1 2026, buying an estimated $765K and bringing the position to 59,519 shares worth $5.55M. The position accounts for 2.53% of the portfolio, ranked #13.

Yoder Wealth Management first reported a position in FDIS in Q1 2023 and has held it in 13 quarters since. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Yoder Wealth Management held 59,519 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5.55M as of Q1 2026.
  • Yoder Wealth Management bought 7,637 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $765K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 2.53% of Yoder Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.