EWM
IDNA icon

Evolution Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Evolution Wealth Management’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
2025
Q3 		– Sell
-10
Closed -$205 – 634
2025
Q2 		$205 Buy
+10
New +$201 ﹤0.01% 565

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Management's IDNA Position: Q3 2025 in Review

Evolution Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2025, closing a stake of 10 shares — an estimated $205 sold.

Evolution Wealth Management first reported a position in IDNA in Q2 2025 and held it in 1 quarter. The position peaked at $205 in Q2 2025. 51 funds tracked by Wall St. Rank hold IDNA as of Q3 2025.

  • Evolution Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 10 iShares Genomics Immunology and Healthcare ETF shares in Q3 2025, an estimated $205.
  • Evolution Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $205 in Q2 2025.
  • 51 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.