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BerganKDV Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

BerganKDV Wealth 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
Q1 		– Sell
-279
Closed -$7.02K – 1089
2022
Q4 		$7.02K Buy
+279
New +$7.49K ﹤0.01% 624

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WAP
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Morgan Stanley
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BerganKDV Wealth Management's IDNA Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2023, closing a stake of 279 shares — an estimated $7.02K sold.

BerganKDV Wealth Management first reported a position in IDNA in Q4 2022 and held it in 1 quarter. The position peaked at $7.02K in Q4 2022. 75 funds tracked by Wall St. Rank hold IDNA as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 279 iShares Genomics Immunology and Healthcare ETF shares in Q1 2023, an estimated $7.02K.
  • BerganKDV Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $7.02K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.