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Mountain Hill Investment Partners’s iShares US Consumer Focused ETF IEDI Stock Holding History

Mountain Hill Investment Partners’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
2025
Q1 		– Sell
-600
Closed -$32.1K – 182
2024
Q4 		$32.1K Buy
+600
New +$32.2K 0.03% 75

Other funds holding IEDI

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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
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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mountain Hill Investment Partners's IEDI Position: Q1 2025 in Review

Mountain Hill Investment Partners sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2025, closing a stake of 600 shares — an estimated $32.1K sold.

Mountain Hill Investment Partners first reported a position in IEDI in Q4 2024 and held it in 1 quarter. The position peaked at $32.1K in Q4 2024. 17 funds tracked by Wall St. Rank hold IEDI as of Q1 2025.

  • Mountain Hill Investment Partners reported no remaining iShares US Consumer Focused ETF position as of Q1 2025 after selling out during the quarter.
  • Mountain Hill Investment Partners sold 600 iShares US Consumer Focused ETF shares in Q1 2025, an estimated $32.1K.
  • Mountain Hill Investment Partners first reported a position in iShares US Consumer Focused ETF in Q4 2024 and held it in 1 quarter.
  • Mountain Hill Investment Partners's iShares US Consumer Focused ETF position peaked at $32.1K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2025.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.