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Aveo Capital Partners’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Aveo Capital Partners’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
2024
Q2 		– Sell
-9,000
Closed -$215K – 345
2024
Q1 		$215K Hold
9,000
– – 0.02% 346
2023
Q4 		$207K Buy
+9,000
New +$181K 0.03% 326

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Aveo Capital Partners's IDNA Position: Q2 2024 in Review

Aveo Capital Partners sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2024, closing a stake of 9,000 shares — an estimated $215K sold.

Aveo Capital Partners first reported a position in IDNA in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q1 2024. 62 funds tracked by Wall St. Rank hold IDNA as of Q2 2024.

  • Aveo Capital Partners reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 9,000 iShares Genomics Immunology and Healthcare ETF shares in Q2 2024, an estimated $215K.
  • Aveo Capital Partners first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2023 and held it in 2 quarters.
  • Aveo Capital Partners's iShares Genomics Immunology and Healthcare ETF position peaked at $215K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.