Farther Finance Advisors’s iShares US Consumer Focused ETF IEDI Stock Holding History

Farther Finance 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 Q2	$1.48K	Hold	27	–	–	﹤0.01%	5261
2026 Q1	$1.47K	Hold	27	–	–	﹤0.01%	5003
2025 Q4	$1.49K	Hold	27	–	–	﹤0.01%	4795
2025 Q3	$1.52K	Hold	27	–	–	﹤0.01%	4236
2025 Q2	$1.48K	Sell	27 -15	-36%	-$785	﹤0.01%	3796
2025 Q1	$2.16K	Hold	42	–	–	﹤0.01%	3359
2024 Q4	$2.24K	Hold	42	–	–	﹤0.01%	2953
2024 Q3	$2.18K	Hold	42	–	–	﹤0.01%	2969
2024 Q2	$2.02K	Sell	42 -40	-49%	-$1.91K	﹤0.01%	2792
2024 Q1	$4.04K	Hold	82	–	–	﹤0.01%	2165
2023 Q4	$3.62K	Hold	82	–	–	﹤0.01%	2136
2023 Q3	$3.15K	Buy	82 +15	+22%	+$607	﹤0.01%	1679
2023 Q2	$2.7K	Buy	67 +27	+68%	+$1.04K	﹤0.01%	1649
2023 Q1	$1.51K	Buy	+40	New	+$1.5K	﹤0.01%	1732

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

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Farther Finance Advisors's IEDI Position: Q2 2026 in Review

Farther Finance Advisors held its iShares US Consumer Focused ETF (IEDI) position steady in Q2 2026 at 27 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #5261.

Farther Finance Advisors first reported a position in IEDI in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.04K in Q1 2024. 9 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

Farther Finance Advisors held 27 shares of iShares US Consumer Focused ETF worth $1.48K as of Q2 2026.
Farther Finance Advisors left its iShares US Consumer Focused ETF share count unchanged in Q2 2026.
iShares US Consumer Focused ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5261 holding.
Farther Finance Advisors first reported a position in iShares US Consumer Focused ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's iShares US Consumer Focused ETF position peaked at $4.04K in Q1 2024.
9 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.