Chevy Chase Trust
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Chevy Chase Trust’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Chevy Chase Trust’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
2022
Q1 		– Sell
-12,505
Closed -$548K – 657
2021
Q4 		$548K Buy
+12,505
New +$592K ﹤0.01% 613

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UBS Group
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WAP
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Royal Bank of Canada
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LPL Financial
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KAS
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Jane Street
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chevy Chase Trust's IDNA Position: Q1 2022 in Review

Chevy Chase Trust sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2022, closing a stake of 12,505 shares — an estimated $548K sold.

Chevy Chase Trust first reported a position in IDNA in Q4 2021 and held it in 1 quarter. The position peaked at $548K in Q4 2021. 86 funds tracked by Wall St. Rank hold IDNA as of Q1 2022.

  • Chevy Chase Trust reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • Chevy Chase Trust sold 12,505 iShares Genomics Immunology and Healthcare ETF shares in Q1 2022, an estimated $548K.
  • Chevy Chase Trust first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2021 and held it in 1 quarter.
  • Chevy Chase Trust's iShares Genomics Immunology and Healthcare ETF position peaked at $548K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2022.

Based on Chevy Chase Trust's 13F filing for Q1 2022, filed 27 Apr 2022.