IF
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Ironwood Financial’s iShares US Consumer Focused ETF IEDI Stock Holding History

Ironwood Financial’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 		$246K Sell
4,484
-404
-8% -$22.4K 0.04% 169
2026
Q1 		$264K Sell
4,888
-58
-1% -$3.29K 0.05% 149
2025
Q4 		$288K Sell
4,946
-815
-14% -$44.9K 0.05% 143
2025
Q3 		$324K Buy
5,761
+936
+19% +$52.6K 0.06% 137
2025
Q2 		$246K Hold
4,825
– – 0.05% 143
2025
Q1 		$246K Sell
4,825
-55
-1% -$2.97K 0.05% 143
2024
Q4 		$261K Sell
4,880
-2,199
-31% -$118K 0.05% 142
2024
Q3 		$368K Sell
7,079
-17
-0.2% -$837 0.08% 118
2024
Q2 		$344K Buy
7,096
+30
+0.4% +$1.43K 0.08% 120
2024
Q1 		$351K Sell
7,066
-63
-0.9% -$2.94K 0.08% 121
2023
Q4 		$315K Sell
7,129
-106
-1% -$4.29K 0.08% 125
2023
Q3 		$278K Sell
7,235
-213
-3% -$8.62K 0.07% 121
2023
Q2 		$301K Sell
7,448
-654
-8% -$25.2K 0.08% 120
2023
Q1 		$306K Hold
8,102
– – 0.09% 120
2022
Q4 		$291K Sell
8,102
-75
-0.9% -$2.78K 0.09% 118
2022
Q3 		$285K Hold
8,177
– – 0.09% 99
2022
Q2 		$284K Sell
8,177
-127
-2% -$4.96K 0.09% 103
2022
Q1 		$364K Sell
8,304
-289
-3% -$12.7K 0.1% 92
2021
Q4 		$415K Sell
8,593
-203
-2% -$9.54K 0.11% 91
2021
Q3 		$388K Sell
8,796
-489
-5% -$22.3K 0.11% 90
2021
Q2 		$414K Sell
9,285
-835
-8% -$36.3K 0.12% 86
2021
Q1 		$422K Sell
10,120
-155
-2% -$6.32K 0.14% 85
2020
Q4 		$413K Sell
10,275
-122
-1% -$4.7K 0.15% 75
2020
Q3 		$381K Sell
10,397
-71
-0.7% -$2.5K 0.19% 51
2020
Q2 		$332K Buy
+10,468
New +$308K 0.18% 48

Other funds holding IEDI

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 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

Ironwood Financial's IEDI Position: Q2 2026 in Review

Ironwood Financial reduced its iShares US Consumer Focused ETF (IEDI) stake by 8.3% in Q2 2026, selling an estimated $22.4K and leaving 4,484 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #169.

Ironwood Financial first reported a position in IEDI in Q2 2020 and has held it in 25 quarters since. The position peaked at $422K in Q1 2021. 9 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

  • Ironwood Financial held 4,484 shares of iShares US Consumer Focused ETF worth $246K as of Q2 2026.
  • Ironwood Financial sold 404 iShares US Consumer Focused ETF shares in Q2 2026, an estimated $22.4K.
  • iShares US Consumer Focused ETF made up 0.04% of Ironwood Financial's portfolio in Q2 2026, its #169 holding.
  • Ironwood Financial first reported a position in iShares US Consumer Focused ETF in Q2 2020 and has held it in 25 quarters since.
  • Ironwood Financial's iShares US Consumer Focused ETF position peaked at $422K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.