American Portfolios Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

American Portfolios 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
2022 Q3	$17.5K	Hold	664	–	–	﹤0.01%	2253
2022 Q2	$19.2K	Hold	664	–	–	﹤0.01%	2253
2022 Q1	$22.9K	Hold	664	–	–	﹤0.01%	2297
2021 Q4	$29.1K	Hold	664	–	–	﹤0.01%	2152
2021 Q3	$33.7K	Buy	664 +289	+77%	+$15.1K	﹤0.01%	1994
2021 Q2	$19.5K	Hold	375	–	–	﹤0.01%	2234
2021 Q1	$17.1K	Hold	375	–	–	﹤0.01%	2149
2020 Q4	$17.2K	Buy	375 +100	+36%	+$4.32K	﹤0.01%	1886
2020 Q3	$10.7K	Sell	275 -3,928	-93%	-$151K	﹤0.01%	1956
2020 Q2	$160K	Buy	+4,203	New	+$142K	0.01%	814

Other funds holding IDNA

WBG

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

American Portfolios Advisors's IDNA Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q3 2022 at 664 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

American Portfolios Advisors first reported a position in IDNA in Q2 2020 and has held it in 10 quarters since. The position peaked at $160K in Q2 2020. 67 funds tracked by Wall St. Rank hold IDNA as of Q3 2022.

American Portfolios Advisors held 664 shares of iShares Genomics Immunology and Healthcare ETF worth $17.5K as of Q3 2022.
American Portfolios Advisors left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q3 2022.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2253 holding.
American Portfolios Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and has held it in 10 quarters since.
American Portfolios Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $160K in Q2 2020.
67 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.