Atwood & Palmer’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-533	Closed	-$18K	–	417
2022 Q1	$18K	Hold	533	–	–	﹤0.01%	322
2021 Q4	$23K	Hold	533	–	–	﹤0.01%	304
2021 Q3	$27K	Hold	533	–	–	﹤0.01%	278
2021 Q2	$28K	Hold	533	–	–	﹤0.01%	265
2021 Q1	$24K	Hold	533	–	–	﹤0.01%	272
2020 Q4	$24K	Buy	+533	New	+$23K	﹤0.01%	263

Other funds holding IDNA

WBG

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

WAP

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Atwood & Palmer's IDNA Position: Q2 2022 in Review

Atwood & Palmer sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2022, closing a stake of 533 shares — an estimated $18K sold.

Atwood & Palmer first reported a position in IDNA in Q4 2020 and held it in 6 quarters. The position peaked at $28K in Q2 2021. 73 funds tracked by Wall St. Rank hold IDNA as of Q2 2022.

Atwood & Palmer reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 533 iShares Genomics Immunology and Healthcare ETF shares in Q2 2022, an estimated $18K.
Atwood & Palmer first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2020 and held it in 6 quarters.
Atwood & Palmer's iShares Genomics Immunology and Healthcare ETF position peaked at $28K in Q2 2021.
73 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.