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Belpointe Asset Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-691
Closed -$16.1K – 1851
2023
Q1 		$16.1K Hold
691
– – ﹤0.01% 2442
2022
Q4 		$17.4K Buy
+691
New +$18.6K ﹤0.01% 2275

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UBS Group
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IWC
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Belpointe Asset Management's IDNA Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2023, closing a stake of 691 shares — an estimated $16.1K sold.

Belpointe Asset Management first reported a position in IDNA in Q4 2022 and held it in 2 quarters. The position peaked at $17.4K in Q4 2022. 67 funds tracked by Wall St. Rank hold IDNA as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 691 iShares Genomics Immunology and Healthcare ETF shares in Q2 2023, an estimated $16.1K.
  • Belpointe Asset Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Genomics Immunology and Healthcare ETF position peaked at $17.4K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.