Avior Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
27,999
+232
| +0.8% | +$4.76K | 0.02% | 400 |
|
|
2025
Q1 | $569K | Buy |
27,767
+1,117
| +4% | +$22.9K | 0.02% | 372 |
|
|
2024
Q4 | $603K | Buy |
26,650
+17,150
| +181% | +$388K | 0.02% | 398 |
|
|
2024
Q3 | $234K | Buy |
+9,500
| New | +$234K | 0.01% | 661 |
|
|
2023
Q3 | – | Sell |
-91
| Closed | -$2.13K | – | 1643 |
|
|
2023
Q2 | $2.13K | Hold |
91
| – | – | ﹤0.01% | 1347 |
|
|
2023
Q1 | $2.12K | Buy |
+91
| New | +$2.12K | ﹤0.01% | 1386 |
|