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Yoder Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Yoder Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.62M Buy
86,000
+6,252
+8% +$592K 2.87% 7
2026
Q2 		$7.94M Buy
79,748
+3,589
+5% +$337K 3.1% 6
2026
Q1 		$6.59M Buy
76,159
+1,525
+2% +$137K 3% 6
2025
Q4 		$6.16M Buy
74,634
+2,578
+4% +$212K 2.8% 10
2025
Q3 		$5.9M Buy
72,056
+2,492
+4% +$200K 2.79% 8
2025
Q2 		$5.39M Buy
69,564
+4,498
+7% +$322K 2.81% 9
2025
Q1 		$4.46M Buy
65,066
+1,825
+3% +$130K 2.51% 11
2024
Q4 		$4.45M Buy
63,241
+5,660
+10% +$417K 2.46% 10
2024
Q3 		$4.16M Buy
57,581
+3,000
+5% +$204K 2.5% 10
2024
Q2 		$3.57M Buy
54,581
+539
+1% +$35.6K 2.31% 11
2024
Q1 		$3.66M Sell
54,042
-4,460
-8% -$282K 2.39% 11
2023
Q4 		$3.58M Sell
58,502
-1,991
-3% -$112K 2.53% 11
2023
Q3 		$3.27M Sell
60,493
-4,791
-7% -$272K 2.7% 9
2023
Q2 		$3.71M Sell
65,284
-2,470
-4% -$131K 2.92% 8
2023
Q1 		$3.58M Buy
+67,754
New +$3.57M 2.98% 9

Other funds holding FIDU

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TRIA
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

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

Yoder Wealth Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 7.8% in Q3 2026, buying an estimated $592K and bringing the position to 86,000 shares worth $7.62M. The position accounts for 2.87% of the portfolio, ranked #7.

Yoder Wealth Management first reported a position in FIDU in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.94M in Q2 2026. 44 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

  • Yoder Wealth Management held 86,000 shares of Fidelity MSCI Industrials Index ETF worth $7.62M as of Q3 2026.
  • Yoder Wealth Management bought 6,252 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $592K.
  • Fidelity MSCI Industrials Index ETF made up 2.87% of Yoder Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $7.94M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

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