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Yoder Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Yoder Wealth Management’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
Q3 		$8.02M Sell
98,220
-3,914
-4% -$317K 3.03% 5
2026
Q2 		$7.89M Buy
102,134
+12,204
+14% +$877K 3.08% 7
2026
Q1 		$6.33M Sell
89,930
-5,306
-6% -$392K 2.88% 8
2025
Q4 		$7.07M Buy
95,236
+7,826
+9% +$563K 3.22% 5
2025
Q3 		$5.85M Buy
87,410
+7,083
+9% +$458K 2.77% 10
2025
Q2 		$5.14M Buy
80,327
+3,880
+5% +$247K 2.68% 10
2025
Q1 		$5.22M Buy
76,447
+15,460
+25% +$1.06M 2.94% 9
2024
Q4 		$3.99M Buy
60,987
+7,798
+15% +$542K 2.2% 12
2024
Q3 		$3.87M Buy
53,189
+5,135
+11% +$367K 2.33% 11
2024
Q2 		$3.3M Buy
48,054
+1,946
+4% +$131K 2.13% 12
2024
Q1 		$3.22M Buy
46,108
+776
+2% +$52.6K 2.1% 14
2023
Q4 		$2.93M Buy
45,332
+3,724
+9% +$227K 2.07% 14
2023
Q3 		$2.52M Buy
41,608
+3,970
+11% +$249K 2.08% 13
2023
Q2 		$2.38M Buy
37,638
+2,084
+6% +$131K 1.87% 15
2023
Q1 		$2.19M Buy
+35,554
New +$2.21M 1.82% 14

Other funds holding FHLC

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $172M AUM
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Yoder Wealth Management's FHLC Position: Q3 2026 in Review

Yoder Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.8% in Q3 2026, selling an estimated $317K and leaving 98,220 shares worth $8.02M. The position accounts for 3.03% of the portfolio, ranked #5.

Yoder Wealth Management first reported a position in FHLC in Q1 2023 and has held it in 15 quarters since. 78 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Yoder Wealth Management held 98,220 shares of Fidelity MSCI Health Care Index ETF worth $8.02M as of Q3 2026.
  • Yoder Wealth Management sold 3,914 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $317K.
  • Fidelity MSCI Health Care Index ETF made up 3.03% of Yoder Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and has held it in 15 quarters since.
  • 78 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.