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 Q2	$1.11M	Sell	32,894 -3,402	-9%	-$102K	0.08%	76
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 $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors's IDNA Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 9.4% in Q2 2026, selling an estimated $102K and leaving 32,894 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #76.

Clearwater Capital Advisors first reported a position in IDNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2024. 65 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

Clearwater Capital Advisors held 32,894 shares of iShares Genomics Immunology and Healthcare ETF worth $1.11M as of Q2 2026.
Clearwater Capital Advisors sold 3,402 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $102K.
iShares Genomics Immunology and Healthcare ETF made up 0.08% of Clearwater Capital Advisors's portfolio in Q2 2026, its #76 holding.
Clearwater Capital Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
Clearwater Capital Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $1.91M in Q4 2024.
65 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.