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HBW Advisory Services’s iShares US Consumer Focused ETF IEDI Stock Holding History

HBW Advisory Services’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
2023
Q3 		– Sell
-17,616
Closed -$711K – 323
2023
Q2 		$711K Buy
17,616
+1,188
+7% +$45.7K 0.15% 145
2023
Q1 		$620K Buy
16,428
+769
+5% +$28.8K 0.15% 148
2022
Q4 		$563K Buy
15,659
+1,092
+7% +$40.5K 0.15% 154
2022
Q3 		$508K Buy
14,567
+82
+0.6% +$3.14K 0.14% 156
2022
Q2 		$503K Buy
14,485
+399
+3% +$15.6K 0.13% 153
2022
Q1 		$617K Buy
+14,086
New +$619K 0.22% 116

Other funds holding IEDI

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LOIP
Live Oak Investment Partners Austin, Texas $186M AUM 19.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HBW Advisory Services's IEDI Position: Q3 2023 in Review

HBW Advisory Services sold out of iShares US Consumer Focused ETF (IEDI) in Q3 2023, closing a stake of 17,616 shares — an estimated $711K sold.

HBW Advisory Services first reported a position in IEDI in Q1 2022 and held it in 6 quarters. The position peaked at $711K in Q2 2023. 12 funds tracked by Wall St. Rank hold IEDI as of Q3 2023.

  • HBW Advisory Services reported no remaining iShares US Consumer Focused ETF position as of Q3 2023 after selling out during the quarter.
  • HBW Advisory Services sold 17,616 iShares US Consumer Focused ETF shares in Q3 2023, an estimated $711K.
  • HBW Advisory Services first reported a position in iShares US Consumer Focused ETF in Q1 2022 and held it in 6 quarters.
  • HBW Advisory Services's iShares US Consumer Focused ETF position peaked at $711K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.