Yoder Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.84M	Sell	48,013 -206	-0.4%	-$11.9K	1.29%	26
2025 Q4	$2.66M	Buy	48,219 +3,308	+7%	+$189K	1.21%	24
2025 Q3	$2.54M	Buy	44,911 +3,294	+8%	+$180K	1.2%	26
2025 Q2	$2.19M	Buy	41,617 +2,068	+5%	+$106K	1.14%	29
2025 Q1	$2.02M	Buy	39,549 +1,225	+3%	+$61.7K	1.13%	30
2024 Q4	$1.87M	Buy	38,324 +2,512	+7%	+$128K	1.03%	30
2024 Q3	$1.86M	Buy	35,812 +1,667	+5%	+$79.7K	1.11%	28
2024 Q2	$1.5M	Buy	34,145 +1,690	+5%	+$74.9K	0.97%	31
2024 Q1	$1.38M	Buy	32,455 +3,788	+13%	+$152K	0.9%	32
2023 Q4	$1.17M	Buy	28,667 +6,628	+30%	+$260K	0.83%	32
2023 Q3	$836K	Buy	22,039 +1,170	+6%	+$48.6K	0.69%	35
2023 Q2	$882K	Buy	20,869 +980	+5%	+$42.6K	0.7%	32
2023 Q1	$872K	Buy	+19,889	New	+$874K	0.72%	35