AWM
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AE Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

AE Wealth Management’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
Q4 		– Sell
-148
Closed -$3.5K – 2507
2025
Q3 		$3.5K Buy
148
+15
+11% +$332 ﹤0.01% 2116
2025
Q2 		$2.73K Hold
133
– – ﹤0.01% 2028
2025
Q1 		$2.73K Hold
133
– – ﹤0.01% 2005
2024
Q4 		$3.01K Buy
+133
New +$3.19K ﹤0.01% 1965

Other funds holding IDNA

UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's IDNA Position: Q4 2025 in Review

AE Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2025, closing a stake of 148 shares — an estimated $3.5K sold.

AE Wealth Management first reported a position in IDNA in Q4 2024 and held it in 4 quarters. The position peaked at $3.5K in Q3 2025. 58 funds tracked by Wall St. Rank hold IDNA as of Q4 2025.

  • AE Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 148 iShares Genomics Immunology and Healthcare ETF shares in Q4 2025, an estimated $3.5K.
  • AE Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $3.5K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.