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

Allworth 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
2026
Q1 		$1.16K Hold
40
– – ﹤0.01% 4525
2025
Q4 		$1.05K Buy
+40
New +$1.03K ﹤0.01% 4339

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Allworth Financial's IDNA Position: Q1 2026 in Review

Allworth Financial held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q1 2026 at 40 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4525.

Allworth Financial first reported a position in IDNA in Q4 2025 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

  • Allworth Financial held 40 shares of iShares Genomics Immunology and Healthcare ETF worth $1.16K as of Q1 2026.
  • Allworth Financial left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q1 2026.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4525 holding.
  • Allworth Financial first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2025 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.