Woodley Farra Manion Portfolio Management’s iShares US Consumer Focused ETF IEDI Stock Holding History

Woodley Farra Manion Portfolio Management’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 Q4	–	Sell	-4,106	Closed	-$231K	–	122
2025 Q3	$231K	Buy	+4,106	New	+$231K	0.01%	110
2020 Q3	–	Sell	-170	Closed	-$5K	–	225
2020 Q2	$5K	Hold	170	–	–	﹤0.01%	323
2020 Q1	$4K	Buy	170 +28	+20%	+$829	﹤0.01%	332
2019 Q4	$4K	Buy	+142	New	+$4.32K	﹤0.01%	330

Other funds holding IEDI

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CRI

Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IEDI Position: Q4 2025 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Consumer Focused ETF (IEDI) in Q4 2025, closing a stake of 4,106 shares — an estimated $231K sold.

Woodley Farra Manion Portfolio Management first reported a position in IEDI in Q4 2019 and held it in 4 quarters. The position peaked at $231K in Q3 2025. 22 funds tracked by Wall St. Rank hold IEDI as of Q4 2025.

Woodley Farra Manion Portfolio Management reported no remaining iShares US Consumer Focused ETF position as of Q4 2025 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 4,106 iShares US Consumer Focused ETF shares in Q4 2025, an estimated $231K.
Woodley Farra Manion Portfolio Management first reported a position in iShares US Consumer Focused ETF in Q4 2019 and held it in 4 quarters.
Woodley Farra Manion Portfolio Management's iShares US Consumer Focused ETF position peaked at $231K in Q3 2025.
22 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q4 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q4 2025, filed 12 Feb 2026.