Commonwealth Equity Services
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Commonwealth Equity Services’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Commonwealth Equity 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
Q3 		$1.16M Sell
27,333
-318
-1% -$11.7K ﹤0.01% 2554
2026
Q2 		$933K Sell
27,651
-17
-0.1% -$510 ﹤0.01% 2763
2026
Q1 		$804K Sell
27,668
-187
-0.7% -$5.43K ﹤0.01% 2796
2025
Q4 		$730K Sell
27,855
-336
-1% -$8.64K ﹤0.01% 2846
2025
Q3 		$666K Sell
28,191
-3,011
-10% -$66.6K ﹤0.01% 2946
2025
Q2 		$640K Buy
31,202
+490
+2% +$9.9K ﹤0.01% 2956
2025
Q1 		$629K Buy
30,712
+1,048
+4% +$23.4K ﹤0.01% 2846
2024
Q4 		$671K Sell
29,664
-5,225
-15% -$125K ﹤0.01% 2735
2024
Q3 		$859K Sell
34,889
-16,105
-32% -$392K ﹤0.01% 2466
2024
Q2 		$1.18M Sell
50,994
-59
-0.1% -$1.38K ﹤0.01% 2152
2024
Q1 		$1.23M Buy
51,053
+563
+1% +$13.2K ﹤0.01% 2102
2023
Q4 		$1.16M Sell
50,490
-1,607
-3% -$32.3K ﹤0.01% 2069
2023
Q3 		$1.06M Buy
52,097
+1,840
+4% +$41.3K ﹤0.01% 2033
2023
Q2 		$1.17M Buy
50,257
+2,417
+5% +$58K ﹤0.01% 1980
2023
Q1 		$1.11M Sell
47,840
-30,957
-39% -$774K ﹤0.01% 1971
2022
Q4 		$1.98M Sell
78,797
-23,370
-23% -$628K ﹤0.01% 1505
2022
Q3 		$2.7M Buy
102,167
+56,410
+123% +$1.74M 0.01% 1235
2022
Q2 		$1.32M Buy
45,757
+2,805
+7% +$83.7K ﹤0.01% 1684
2022
Q1 		$1.48M Buy
42,952
+20,868
+94% +$737K ﹤0.01% 1699
2021
Q4 		$967K Buy
22,084
+3,340
+18% +$158K ﹤0.01% 2014
2021
Q3 		$950K Buy
18,744
+1,061
+6% +$55.3K ﹤0.01% 1960
2021
Q2 		$920K Buy
17,683
+3,390
+24% +$159K ﹤0.01% 1974
2021
Q1 		$653K Buy
14,293
+4,002
+39% +$196K ﹤0.01% 2118
2020
Q4 		$472K Buy
10,291
+2,009
+24% +$86.7K ﹤0.01% 2187
2020
Q3 		$322K Buy
+8,282
New +$318K ﹤0.01% 2300

Other funds holding IDNA

Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Commonwealth Equity Services's IDNA Position: Q3 2026 in Review

Commonwealth Equity Services reduced its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 1.2% in Q3 2026, selling an estimated $11.7K and leaving 27,333 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Commonwealth Equity Services first reported a position in IDNA in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.7M in Q3 2022. 29 funds tracked by Wall St. Rank hold IDNA as of Q3 2026.

  • Commonwealth Equity Services held 27,333 shares of iShares Genomics Immunology and Healthcare ETF worth $1.16M as of Q3 2026.
  • Commonwealth Equity Services sold 318 iShares Genomics Immunology and Healthcare ETF shares in Q3 2026, an estimated $11.7K.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2554 holding.
  • Commonwealth Equity Services first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2020 and has held it in 25 quarters since.
  • Commonwealth Equity Services's iShares Genomics Immunology and Healthcare ETF position peaked at $2.7M in Q3 2022.
  • 29 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.