Carson Wealth (CWM LLC)’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,361
| Closed | -$28K | – | 5192 |
|
|
2025
Q1 | $28K | Sell |
1,361
-100
| -7% | -$2.06K | ﹤0.01% | 3439 |
|
|
2024
Q4 | $33K | Buy |
1,461
+103
| +8% | +$2.33K | ﹤0.01% | 3099 |
|
|
2024
Q3 | $33K | Hold |
1,358
| – | – | ﹤0.01% | 3022 |
|
|
2024
Q2 | $31K | Buy |
1,358
+5
| +0.4% | +$114 | ﹤0.01% | 2812 |
|
|
2024
Q1 | $33K | Buy |
+1,353
| New | +$33K | ﹤0.01% | 2574 |
|
|
2022
Q1 | – | Sell |
-830
| Closed | -$36K | – | 3652 |
|
|
2021
Q4 | $36K | Buy |
+830
| New | +$36K | ﹤0.01% | 1707 |
|
|
2021
Q2 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2020
Q4 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2020
Q3 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2020
Q2 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2020
Q1 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2019
Q4 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2019
Q3 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2019
Q2 | $359K | Hold |
6,900
| – | – | ﹤0.01% | 738 |
|
|
2019
Q1 | $359K | Buy |
+6,900
| New | +$359K | ﹤0.01% | 738 |
|