Ally Invest Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Ally Invest Advisors’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	$214K	Sell	7,376 -935	-11%	-$27.1K	0.01%	75
2025 Q4	$218K	Sell	8,311 -1,244	-13%	-$32K	0.02%	75
2025 Q3	$226K	Buy	+9,555	New	+$211K	0.02%	75

Other funds holding IDNA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ally Invest Advisors's IDNA Position: Q1 2026 in Review

Ally Invest Advisors reduced its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 11% in Q1 2026, selling an estimated $27.1K and leaving 7,376 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #75.

Ally Invest Advisors first reported a position in IDNA in Q3 2025 and has held it in 3 quarters since. The position peaked at $226K in Q3 2025. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

Ally Invest Advisors held 7,376 shares of iShares Genomics Immunology and Healthcare ETF worth $214K as of Q1 2026.
Ally Invest Advisors sold 935 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $27.1K.
iShares Genomics Immunology and Healthcare ETF made up 0.01% of Ally Invest Advisors's portfolio in Q1 2026, its #75 holding.
Ally Invest Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2025 and has held it in 3 quarters since.
Ally Invest Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $226K in Q3 2025.
60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.