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

B. Riley Wealth Advisors’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
Q1 		– Sell
-4,950
Closed -$272K – 1008
2025
Q4 		$272K Buy
4,950
+170
+4% +$9.36K 0.01% 738
2025
Q3 		$269K Buy
4,780
+2
+0% +$112 0.01% 765
2025
Q2 		$262K Buy
+4,778
New +$250K 0.01% 767
2024
Q4 		$263K Buy
4,924
+502
+11% +$26.9K 0.01% 922
2024
Q3 		$229K Sell
4,422
-522
-11% -$25.7K 0.01% 1080
2024
Q2 		$240K Buy
+4,944
New +$236K 0.01% 1135

Other funds holding IEDI

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $68.3B AUM 20.5% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

B. Riley Wealth Advisors's IEDI Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2026, closing a stake of 4,950 shares — an estimated $272K sold.

B. Riley Wealth Advisors first reported a position in IEDI in Q2 2024 and held it in 6 quarters. The position peaked at $272K in Q4 2025. 17 funds tracked by Wall St. Rank hold IEDI as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining iShares US Consumer Focused ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,950 iShares US Consumer Focused ETF shares in Q1 2026, an estimated $272K.
  • B. Riley Wealth Advisors first reported a position in iShares US Consumer Focused ETF in Q2 2024 and held it in 6 quarters.
  • B. Riley Wealth Advisors's iShares US Consumer Focused ETF position peaked at $272K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.