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Commonwealth Retirement Investments’s iShares US Consumer Focused ETF IEDI Stock Holding History

Commonwealth Retirement Investments’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 		$207K Sell
3,784
-191
-5% -$10.6K 0.06% 127
2026
Q1 		$215K Sell
3,975
-3,187
-44% -$181K 0.07% 121
2025
Q4 		$394K Buy
+7,162
New +$394K 0.13% 99

Other funds holding IEDI

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Commonwealth Retirement Investments's IEDI Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its iShares US Consumer Focused ETF (IEDI) stake by 4.8% in Q2 2026, selling an estimated $10.6K and leaving 3,784 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #127.

Commonwealth Retirement Investments first reported a position in IEDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q4 2025. 8 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

  • Commonwealth Retirement Investments held 3,784 shares of iShares US Consumer Focused ETF worth $207K as of Q2 2026.
  • Commonwealth Retirement Investments sold 191 iShares US Consumer Focused ETF shares in Q2 2026, an estimated $10.6K.
  • iShares US Consumer Focused ETF made up 0.06% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #127 holding.
  • Commonwealth Retirement Investments first reported a position in iShares US Consumer Focused ETF in Q4 2025 and has held it in 3 quarters since.
  • Commonwealth Retirement Investments's iShares US Consumer Focused ETF position peaked at $394K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.