Elevation Wealth Partners’s iShares US Consumer Focused ETF IEDI Stock Holding History

Elevation Wealth Partners’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	$110	Hold	2	–	–	﹤0.01%	1292
2026 Q1	$109	Hold	2	–	–	﹤0.01%	1064
2025 Q4	$111	Hold	2	–	–	﹤0.01%	944
2025 Q3	$113	Hold	2	–	–	﹤0.01%	856
2025 Q2	$110	Hold	2	–	–	﹤0.01%	464
2025 Q1	$103	Hold	2	–	–	﹤0.01%	470
2024 Q4	$107	Hold	2	–	–	﹤0.01%	477
2024 Q3	$104	Hold	2	–	–	﹤0.01%	454
2024 Q2	$98	Hold	2	–	–	﹤0.01%	488
2024 Q1	$100	Hold	2	–	–	﹤0.01%	451
2023 Q4	$77	Hold	2	–	–	﹤0.01%	421
2023 Q3	$77	Hold	2	–	–	﹤0.01%	320
2023 Q2	$81	Hold	2	–	–	﹤0.01%	334
2023 Q1	$76	Buy	+2	New	+$75	﹤0.01%	334

Other funds holding IEDI

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Elevation Wealth Partners's IEDI Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares US Consumer Focused ETF (IEDI) position steady in Q2 2026 at 2 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Elevation Wealth Partners first reported a position in IEDI in Q1 2023 and has held it in 14 quarters since. The position peaked at $113 in Q3 2025. 9 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

Elevation Wealth Partners held 2 shares of iShares US Consumer Focused ETF worth $110 as of Q2 2026.
Elevation Wealth Partners left its iShares US Consumer Focused ETF share count unchanged in Q2 2026.
iShares US Consumer Focused ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1292 holding.
Elevation Wealth Partners first reported a position in iShares US Consumer Focused ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares US Consumer Focused ETF position peaked at $113 in Q3 2025.
9 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.