SIGNATUREFD, LLC IEDI β€” ISHARES U S ETF TR

Ownership history in SIGNATUREFD, LLC  Β·  2 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported ISHARES U S ETF TR (IEDI) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows IEDI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IEDI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in ISHARES U S ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IEDI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIGNATUREFD, LLC held IEDI β€” position size vs. price
% of Fund (quarterly)    IEDI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 503 β€” 0% 0.00% $28K 2026-07-24 $55.21
2026 Q1 INITIATED β€” β€” β€” 503 β€” β€” 0.00% $27K 2026-04-07 $53.80

FAQ About SIGNATUREFD, LLC and IEDI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATUREFD, LLC reported owning IEDI?

SIGNATUREFD, LLC reported IEDI across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported IEDI position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for IEDI was 0.00% in 2026 Q1.

What is the latest reported IEDI position on this page?

The most recent filing on this page is 2026 Q2, when SIGNATUREFD, LLC reported 503 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this IEDI ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly IEDI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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