EP Wealth Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

EP Wealth 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	$374K	Buy	+11,096	New	+$333K	﹤0.01%	1169

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

EP Wealth Advisors's IDNA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2026: 11,096 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

66 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

EP Wealth Advisors held 11,096 shares of iShares Genomics Immunology and Healthcare ETF worth $374K as of Q2 2026.
iShares Genomics Immunology and Healthcare ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1169 holding.
66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.