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Unique Wealth Strategies’s iShares US Consumer Focused ETF IEDI Stock Holding History

Unique Wealth Strategies’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 		$1.12M Sell
20,420
-8,770
-30% -$486K 0.41% 56
2026
Q1 		$1.58M Buy
29,190
+712
+3% +$40.3K 0.64% 30
2025
Q4 		$1.57M Buy
28,478
+11,300
+66% +$622K 0.61% 35
2025
Q3 		$967K Buy
17,178
+228
+1% +$12.8K 0.38% 68
2025
Q2 		$928K Buy
16,950
+3,272
+24% +$171K 0.39% 63
2025
Q1 		$699K Buy
13,678
+3,007
+28% +$162K 0.32% 72
2024
Q4 		$570K Sell
10,671
-7,522
-41% -$403K 0.25% 108
2024
Q3 		$946K Sell
18,193
-1,018
-5% -$50.1K 0.4% 66
2024
Q2 		$955K Hold
19,211
– – 0.45% 62
2024
Q1 		$955K Buy
+19,211
New +$896K 0.47% 62

Other funds holding IEDI

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 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

Unique Wealth Strategies's IEDI Position: Q2 2026 in Review

Unique Wealth Strategies reduced its iShares US Consumer Focused ETF (IEDI) stake by 30% in Q2 2026, selling an estimated $486K and leaving 20,420 shares worth $1.12M. The position accounts for 0.41% of the portfolio, ranked #56.

Unique Wealth Strategies first reported a position in IEDI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2026. 6 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

  • Unique Wealth Strategies held 20,420 shares of iShares US Consumer Focused ETF worth $1.12M as of Q2 2026.
  • Unique Wealth Strategies sold 8,770 iShares US Consumer Focused ETF shares in Q2 2026, an estimated $486K.
  • iShares US Consumer Focused ETF made up 0.41% of Unique Wealth Strategies's portfolio in Q2 2026, its #56 holding.
  • Unique Wealth Strategies first reported a position in iShares US Consumer Focused ETF in Q1 2024 and has held it in 10 quarters since.
  • Unique Wealth Strategies's iShares US Consumer Focused ETF position peaked at $1.58M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.