B. Riley Wealth Advisors’s iShares US Consumer Focused ETF IEDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
+4,778
New +$262K 0.01% 748
2024
Q4
$263K Buy
4,924
+502
+11% +$26.8K 0.01% 922
2024
Q3
$229K Sell
4,422
-522
-11% -$27K 0.01% 1080
2024
Q2
$240K Buy
+4,944
New +$240K 0.01% 1135