Cetera Investment Advisers’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Cetera Investment Advisers’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 Q1	$445K	Buy	15,321 +878	+6%	+$25.5K	﹤0.01%	3619
2025 Q4	$378K	Buy	14,443 +2,892	+25%	+$74.4K	﹤0.01%	3681
2025 Q3	$273K	Buy	11,551 +136	+1%	+$3.01K	﹤0.01%	3910
2025 Q2	$234K	Buy	11,415 +554	+5%	+$11.2K	﹤0.01%	3604
2025 Q1	$223K	Sell	10,861 -500	-4%	-$11.2K	﹤0.01%	3522
2024 Q4	$257K	Sell	11,361 -114	-1%	-$2.74K	﹤0.01%	3229
2024 Q3	$282K	Sell	11,475 -759	-6%	-$18.5K	﹤0.01%	3118
2024 Q2	$283K	Sell	12,234 -1,100	-8%	-$25.8K	﹤0.01%	3081
2024 Q1	$321K	Buy	+13,334	New	+$313K	﹤0.01%	2971
2021 Q2	–	Sell	-5,412	Closed	-$247K	–	1795
2021 Q1	$247K	Sell	5,412 -285	-5%	-$13.9K	﹤0.01%	1350
2020 Q4	$262K	Buy	+5,697	New	+$246K	0.01%	1312

Other funds holding IDNA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Cetera Investment Advisers's IDNA Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 6.1% in Q1 2026, buying an estimated $25.5K and bringing the position to 15,321 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #3619.

Cetera Investment Advisers first reported a position in IDNA in Q4 2020 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

Cetera Investment Advisers held 15,321 shares of iShares Genomics Immunology and Healthcare ETF worth $445K as of Q1 2026.
Cetera Investment Advisers bought 878 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $25.5K.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3619 holding.
Cetera Investment Advisers first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2020 and has held it in 11 quarters since.
60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.