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

Kestra 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
2026
Q1 		– Sell
-405
Closed -$22.3K – 3715
2025
Q4 		$22.3K Buy
+405
New +$22.3K ﹤0.01% 4453

Other funds holding IEDI

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
CRI
Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kestra Advisory Services's IEDI Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2026, closing a stake of 405 shares — an estimated $22.3K sold.

Kestra Advisory Services first reported a position in IEDI in Q4 2025 and held it in 1 quarter. The position peaked at $22.3K in Q4 2025. 17 funds tracked by Wall St. Rank hold IEDI as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares US Consumer Focused ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 405 iShares US Consumer Focused ETF shares in Q1 2026, an estimated $22.3K.
  • Kestra Advisory Services first reported a position in iShares US Consumer Focused ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares US Consumer Focused ETF position peaked at $22.3K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.