Bank of Montreal
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Bank of Montreal’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-780
Closed -$18.4K – 3712
2025
Q3 		$18.4K Hold
780
– – ﹤0.01% 3300
2025
Q2 		$16K Hold
780
– – ﹤0.01% 3317
2025
Q1 		$16K Hold
780
– – ﹤0.01% 3251
2024
Q4 		$17.7K Sell
780
-75
-9% -$1.8K ﹤0.01% 3273
2024
Q3 		$21K Sell
855
-215
-20% -$5.24K ﹤0.01% 3570
2024
Q2 		$25.8K Hold
1,070
– – ﹤0.01% 3549
2024
Q1 		$26.8K Sell
1,070
-785
-42% -$18.4K ﹤0.01% 3579
2023
Q4 		$43.2K Sell
1,855
-94
-5% -$1.89K ﹤0.01% 3600
2023
Q3 		$44.1K Sell
1,949
-650
-25% -$14.6K ﹤0.01% 3448
2023
Q2 		$63.9K Sell
2,599
-710
-21% -$17K ﹤0.01% 3549
2023
Q1 		$77.1K Sell
3,309
-1,080
-25% -$27K ﹤0.01% 3290
2022
Q4 		$111K Sell
4,389
-2,354
-35% -$63.2K ﹤0.01% 3335
2022
Q3 		$200 Buy
6,743
+4,013
+147% +$124K ﹤0.01% 3205
2022
Q2 		$83 Hold
2,730
– – ﹤0.01% 3501
2022
Q1 		$97K Sell
2,730
-56
-2% -$1.98K ﹤0.01% 3659
2021
Q4 		$126K Buy
2,786
+88
+3% +$4.17K ﹤0.01% 3072
2021
Q3 		$147K Buy
2,698
+628
+30% +$32.7K ﹤0.01% 3382
2021
Q2 		$107K Buy
+2,070
New +$97.2K ﹤0.01% 3315
2020
Q4 		– Sell
-60
Closed -$2K – 5021
2020
Q3 		$2K Buy
+60
New +$2.31K ﹤0.01% 4631

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal's IDNA Position: Q4 2025 in Review

Bank of Montreal sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2025, closing a stake of 780 shares — an estimated $18.4K sold.

Bank of Montreal first reported a position in IDNA in Q3 2020 and held it in 19 quarters. The position peaked at $147K in Q3 2021. 58 funds tracked by Wall St. Rank hold IDNA as of Q4 2025.

  • Bank of Montreal reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 780 iShares Genomics Immunology and Healthcare ETF shares in Q4 2025, an estimated $18.4K.
  • Bank of Montreal first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2020 and held it in 19 quarters.
  • Bank of Montreal's iShares Genomics Immunology and Healthcare ETF position peaked at $147K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.