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

Sowell Financial 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
2021
Q2 		– Sell
-100
Closed -$4K – 1536
2021
Q1 		$4K Hold
100
– – ﹤0.01% 2664
2020
Q4 		$4K Buy
+100
New +$3.86K ﹤0.01% 2329

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IF
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CIC
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PFGIA
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Sowell Financial Services's IEDI Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares US Consumer Focused ETF (IEDI) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in IEDI in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 9 funds tracked by Wall St. Rank hold IEDI as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares US Consumer Focused ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 100 iShares US Consumer Focused ETF shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in iShares US Consumer Focused ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's iShares US Consumer Focused ETF position peaked at $4K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.