Advisornet Financial’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Advisornet Financial’s Portfolio IDNA Stock Details IDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12	Closed	-$272	–	2211
2024 Q4	$272	Hold	12	–	–	﹤0.01%	1854
2024 Q3	$295	Sell	12 -200	-94%	-$4.87K	﹤0.01%	2080
2024 Q2	$4.9K	Sell	212 -146	-41%	-$3.42K	﹤0.01%	1469
2024 Q1	$8.62K	Buy	358 +346	+2,883%	+$8.11K	﹤0.01%	1331
2023 Q4	$276	Hold	12	–	–	﹤0.01%	2241
2023 Q3	$244	Hold	12	–	–	﹤0.01%	2111
2023 Q2	$280	Hold	12	–	–	﹤0.01%	2161
2023 Q1	$279	Hold	12	–	–	﹤0.01%	2198
2022 Q4	$302	Hold	12	–	–	﹤0.01%	2136
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1937
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1997
2022 Q1	$0	Buy	+12	New	+$424	﹤0.01%	2080

Other funds holding IDNA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $302M AUM 16.46% 1-Year Est. Return

Advisornet Financial's IDNA Position: Q1 2025 in Review

Advisornet Financial sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2025, closing a stake of 12 shares — an estimated $272 sold.

Advisornet Financial first reported a position in IDNA in Q1 2022 and held it in 12 quarters. The position peaked at $8.62K in Q1 2024. 48 funds tracked by Wall St. Rank hold IDNA as of Q1 2025.

Advisornet Financial reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Advisornet Financial sold 12 iShares Genomics Immunology and Healthcare ETF shares in Q1 2025, an estimated $272.
Advisornet Financial first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2022 and held it in 12 quarters.
Advisornet Financial's iShares Genomics Immunology and Healthcare ETF position peaked at $8.62K in Q1 2024.
48 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.