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Steward Partners Investment Advisory’s iShares US Consumer Focused ETF IEDI Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-626
Closed -$32K – 4188
2025
Q1 		$32K Buy
+626
New +$33.8K ﹤0.01% 2601

Other funds holding IEDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Steward Partners Investment Advisory's IEDI Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of iShares US Consumer Focused ETF (IEDI) in Q2 2025, closing a stake of 626 shares — an estimated $32K sold.

Steward Partners Investment Advisory first reported a position in IEDI in Q1 2025 and held it in 1 quarter. The position peaked at $32K in Q1 2025. 19 funds tracked by Wall St. Rank hold IEDI as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining iShares US Consumer Focused ETF position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 626 iShares US Consumer Focused ETF shares in Q2 2025, an estimated $32K.
  • Steward Partners Investment Advisory first reported a position in iShares US Consumer Focused ETF in Q1 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's iShares US Consumer Focused ETF position peaked at $32K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.