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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Hold
4,825
0.05% 143
2025
Q1
$246K Sell
4,825
-55
-1% -$2.81K 0.05% 143
2024
Q4
$261K Sell
4,880
-2,199
-31% -$117K 0.05% 142
2024
Q3
$368K Sell
7,079
-17
-0.2% -$884 0.08% 118
2024
Q2
$344K Buy
7,096
+30
+0.4% +$1.46K 0.08% 120
2024
Q1
$351K Sell
7,066
-63
-0.9% -$3.13K 0.08% 121
2023
Q4
$315K Sell
7,129
-106
-1% -$4.68K 0.08% 125
2023
Q3
$278K Sell
7,235
-213
-3% -$8.18K 0.07% 121
2023
Q2
$301K Sell
7,448
-654
-8% -$26.4K 0.08% 120
2023
Q1
$306K Hold
8,102
0.09% 120
2022
Q4
$291K Sell
8,102
-75
-0.9% -$2.7K 0.09% 118
2022
Q3
$285K Hold
8,177
0.09% 99
2022
Q2
$284K Sell
8,177
-127
-2% -$4.41K 0.09% 103
2022
Q1
$364K Sell
8,304
-289
-3% -$12.7K 0.1% 92
2021
Q4
$415K Sell
8,593
-203
-2% -$9.8K 0.11% 91
2021
Q3
$388K Sell
8,796
-489
-5% -$21.6K 0.11% 90
2021
Q2
$414K Sell
9,285
-835
-8% -$37.2K 0.12% 86
2021
Q1
$422K Sell
10,120
-155
-2% -$6.46K 0.14% 85
2020
Q4
$413K Sell
10,275
-122
-1% -$4.9K 0.15% 75
2020
Q3
$381K Sell
10,397
-71
-0.7% -$2.6K 0.19% 51
2020
Q2
$332K Buy
+10,468
New +$332K 0.18% 48