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

CFG Wealth Management Services’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 		– Sell
-200
Closed -$5.81K – 111
2026
Q1 		$5.81K Hold
200
– – 0.01% 139
2025
Q4 		$5.24K Buy
+200
New +$5.14K ﹤0.01% 145

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Ameriprise
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PGA
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TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Royal Bank of Canada
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CFG Wealth Management Services's IDNA Position: Q2 2026 in Review

CFG Wealth Management Services sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2026, closing a stake of 200 shares — an estimated $5.81K sold.

CFG Wealth Management Services first reported a position in IDNA in Q4 2025 and held it in 2 quarters. The position peaked at $5.81K in Q1 2026. 66 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

  • CFG Wealth Management Services reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 200 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $5.81K.
  • CFG Wealth Management Services first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's iShares Genomics Immunology and Healthcare ETF position peaked at $5.81K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.