Cambridge Investment Research Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$777K	Buy	23,022 +12	+0.1%	+$360	﹤0.01%	2352
2026 Q1	$668K	Buy	23,010 +1,516	+7%	+$44K	﹤0.01%	2550
2025 Q4	$563K	Sell	21,494 -3,470	-14%	-$89.3K	﹤0.01%	2599
2025 Q3	$590K	Buy	24,964 +1,934	+8%	+$42.8K	﹤0.01%	2517
2025 Q2	$472K	Buy	23,030 +3,233	+16%	+$65.1K	﹤0.01%	2598
2025 Q1	$406K	Buy	19,797 +756	+4%	+$16.9K	﹤0.01%	2628
2024 Q4	$431K	Buy	19,041 +7,703	+68%	+$185K	﹤0.01%	2552
2024 Q3	$279K	Sell	11,338 -88	-0.8%	-$2.15K	﹤0.01%	2883
2024 Q2	$264K	Buy	11,426 +1,875	+20%	+$43.9K	﹤0.01%	2808
2024 Q1	$230K	Sell	9,551 -19,200	-67%	-$450K	﹤0.01%	2910
2023 Q4	$662K	Sell	28,751 -3,580	-11%	-$71.9K	﹤0.01%	1963
2023 Q3	$658K	Buy	32,331 +227	+0.7%	+$5.09K	﹤0.01%	1859
2023 Q2	$750K	Buy	32,104 +1,948	+6%	+$46.7K	﹤0.01%	1819
2023 Q1	$702K	Buy	30,156 +577	+2%	+$14.4K	﹤0.01%	1825
2022 Q4	$745K	Buy	29,579 +627	+2%	+$16.8K	﹤0.01%	1723
2022 Q3	$764K	Sell	28,952 -3,779	-12%	-$117K	﹤0.01%	1659
2022 Q2	$946K	Buy	32,731 +11,671	+55%	+$348K	0.01%	1518
2022 Q1	$726K	Sell	21,060 -3,196	-13%	-$113K	﹤0.01%	1812
2021 Q4	$1.06M	Buy	24,256 +1,483	+7%	+$70.2K	﹤0.01%	1538
2021 Q3	$1.16M	Sell	22,773 -450	-2%	-$23.5K	0.01%	1420
2021 Q2	$1.21M	Sell	23,223 -144	-0.6%	-$6.76K	0.01%	1396
2021 Q1	$1.07M	Buy	23,367 +786	+3%	+$38.4K	0.01%	1397
2020 Q4	$1.04M	Buy	22,581 +1,945	+9%	+$84K	0.01%	1282
2020 Q3	$804K	Buy	20,636 +4,892	+31%	+$188K	0.01%	1310
2020 Q2	$598K	Buy	+15,744	New	+$531K	﹤0.01%	1456

Other funds holding IDNA

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Vision Retirement Ridgewood, New Jersey $414M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's IDNA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 0.05% in Q2 2026, buying an estimated $360 and bringing the position to 23,022 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Cambridge Investment Research Advisors first reported a position in IDNA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.21M in Q2 2021. 14 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

Cambridge Investment Research Advisors held 23,022 shares of iShares Genomics Immunology and Healthcare ETF worth $777K as of Q2 2026.
Cambridge Investment Research Advisors bought 12 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $360.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2352 holding.
Cambridge Investment Research Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and has held it in 25 quarters since.
Cambridge Investment Research Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $1.21M in Q2 2021.
14 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.