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RAFFA WEALTH MANAGEMENT, LLC’s iShares US Consumer Focused ETF IEDI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-213
Closed -$11.4K – 1099
2024
Q4 		$11.4K Buy
+213
New +$11.4K ﹤0.01% 304

Other funds holding IEDI

Susquehanna International Group
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 $2.34B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

RAFFA WEALTH MANAGEMENT, LLC's IEDI Position: Q1 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2025, closing a stake of 213 shares — an estimated $11.4K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IEDI in Q4 2024 and held it in 1 quarter. The position peaked at $11.4K in Q4 2024. 17 funds tracked by Wall St. Rank hold IEDI as of Q1 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares US Consumer Focused ETF position as of Q1 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 213 iShares US Consumer Focused ETF shares in Q1 2025, an estimated $11.4K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares US Consumer Focused ETF in Q4 2024 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares US Consumer Focused ETF position peaked at $11.4K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.