Clearwater Capital Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Clearwater Capital 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 Q1	$1.05M	Sell	36,296 -1,529	-4%	-$44.4K	0.09%	68
2025 Q4	$991K	Sell	37,825 -6,355	-14%	-$163K	0.08%	75
2025 Q3	$1.04M	Sell	44,180 -22,948	-34%	-$507K	0.09%	79
2025 Q2	$1.38M	Sell	67,128 -18,525	-22%	-$373K	0.13%	62
2025 Q1	$1.76M	Buy	85,653 +1,411	+2%	+$31.5K	0.17%	58
2024 Q4	$1.91M	Buy	84,242 +29,084	+53%	+$698K	0.19%	58
2024 Q3	$1.36M	Buy	55,158 +370	+0.7%	+$9.02K	0.13%	68
2024 Q2	$1.27M	Buy	54,788 +1,524	+3%	+$35.7K	0.13%	66
2024 Q1	$1.28M	Sell	53,264 -330	-0.6%	-$7.74K	0.14%	66
2023 Q4	$1.23M	Buy	+53,594	New	+$1.08M	0.14%	66

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Clearwater Capital Advisors's IDNA Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 4% in Q1 2026, selling an estimated $44.4K and leaving 36,296 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #68.

Clearwater Capital Advisors first reported a position in IDNA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2024. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

Clearwater Capital Advisors held 36,296 shares of iShares Genomics Immunology and Healthcare ETF worth $1.05M as of Q1 2026.
Clearwater Capital Advisors sold 1,529 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $44.4K.
iShares Genomics Immunology and Healthcare ETF made up 0.09% of Clearwater Capital Advisors's portfolio in Q1 2026, its #68 holding.
Clearwater Capital Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2023 and has held it in 10 quarters since.
Clearwater Capital Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $1.91M in Q4 2024.
60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.