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

IFP 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
2024
Q1 		– Sell
-186
Closed -$8.21K – 3178
2023
Q4 		$8.21K Hold
186
– – ﹤0.01% 2257
2023
Q3 		$7.14K Buy
+186
New +$7.53K ﹤0.01% 2391
2023
Q1 		– Sell
-400
Closed -$10K – 3883
2022
Q4 		$10K Hold
400
– – ﹤0.01% 3382
2022
Q3 		$10K Hold
400
– – ﹤0.01% 3646
2022
Q2 		$10K Hold
400
– – ﹤0.01% 3401
2022
Q1 		$10K Buy
+400
New +$17.6K ﹤0.01% 3401

Other funds holding IEDI

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

IFP Advisors's IEDI Position: Q1 2024 in Review

IFP Advisors sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2024, closing a stake of 186 shares — an estimated $8.21K sold.

IFP Advisors first reported a position in IEDI in Q1 2022 and held it in 6 quarters. The position peaked at $10K in Q4 2022. 14 funds tracked by Wall St. Rank hold IEDI as of Q1 2024.

  • IFP Advisors reported no remaining iShares US Consumer Focused ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 186 iShares US Consumer Focused ETF shares in Q1 2024, an estimated $8.21K.
  • IFP Advisors first reported a position in iShares US Consumer Focused ETF in Q1 2022 and held it in 6 quarters.
  • IFP Advisors's iShares US Consumer Focused ETF position peaked at $10K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.