AF
IEDI

Allworth Financial’s iShares US Consumer Focused ETF IEDI Stock Holding History

Allworth Financial’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26K Buy
475
+29
+7% +$1.61K ﹤0.01% 2981
2026
Q1 		$24.1K Buy
446
+1
+0.2% +$57 ﹤0.01% 2854
2025
Q4 		$24.5K Buy
445
+1
+0.2% +$55 ﹤0.01% 2673
2025
Q3 		$25K Buy
+444
New +$25K ﹤0.01% 2567

Other funds holding IEDI

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Allworth Financial's IEDI Position: Q2 2026 in Review

Allworth Financial increased its iShares US Consumer Focused ETF (IEDI) stake by 6.5% in Q2 2026, buying an estimated $1.61K and bringing the position to 475 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Allworth Financial first reported a position in IEDI in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

  • Allworth Financial held 475 shares of iShares US Consumer Focused ETF worth $26K as of Q2 2026.
  • Allworth Financial bought 29 iShares US Consumer Focused ETF shares in Q2 2026, an estimated $1.61K.
  • iShares US Consumer Focused ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2981 holding.
  • Allworth Financial first reported a position in iShares US Consumer Focused ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.