PF
IEDI icon

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

Phoenix 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
2024
Q2 		– Sell
-800,000
Closed -$39.8M – 395
2024
Q1 		$39.8M Buy
+800,000
New +$37.3M 0.55% 43

Other funds holding IEDI

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 $43.3B AUM 29.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Phoenix Financial's IEDI Position: Q2 2024 in Review

Phoenix Financial sold out of iShares US Consumer Focused ETF (IEDI) in Q2 2024, closing a stake of 800,000 shares — an estimated $39.8M sold.

Phoenix Financial first reported a position in IEDI in Q1 2024 and held it in 1 quarter. The position peaked at $39.8M in Q1 2024. 14 funds tracked by Wall St. Rank hold IEDI as of Q2 2024.

  • Phoenix Financial reported no remaining iShares US Consumer Focused ETF position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 800,000 iShares US Consumer Focused ETF shares in Q2 2024, an estimated $39.8M.
  • Phoenix Financial first reported a position in iShares US Consumer Focused ETF in Q1 2024 and held it in 1 quarter.
  • Phoenix Financial's iShares US Consumer Focused ETF position peaked at $39.8M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.