LPL Financial
IEDI icon

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

LPL 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 		$708K Sell
12,922
-183
-1% -$10.1K ﹤0.01% 4732
2026
Q1 		$709K Buy
13,105
+2,138
+19% +$121K ﹤0.01% 4459
2025
Q4 		$604K Sell
10,967
-3,514
-24% -$193K ﹤0.01% 4554
2025
Q3 		$815K Buy
14,481
+2,588
+22% +$146K ﹤0.01% 4199
2025
Q2 		$651K Buy
11,893
+6,943
+140% +$363K ﹤0.01% 4149
2025
Q1 		$253K Buy
+4,950
New +$267K ﹤0.01% 4695

Other funds holding IEDI

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
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
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

LPL Financial's IEDI Position: Q2 2026 in Review

LPL Financial reduced its iShares US Consumer Focused ETF (IEDI) stake by 1.4% in Q2 2026, selling an estimated $10.1K and leaving 12,922 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #4732.

LPL Financial first reported a position in IEDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $815K in Q3 2025. 9 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

  • LPL Financial held 12,922 shares of iShares US Consumer Focused ETF worth $708K as of Q2 2026.
  • LPL Financial sold 183 iShares US Consumer Focused ETF shares in Q2 2026, an estimated $10.1K.
  • iShares US Consumer Focused ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4732 holding.
  • LPL Financial first reported a position in iShares US Consumer Focused ETF in Q1 2025 and has held it in 6 quarters since.
  • LPL Financial's iShares US Consumer Focused ETF position peaked at $815K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.