First Heartland Consultants’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

First Heartland Consultants’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	$278K	Buy	8,224 +28	+0.3%	+$840	0.02%	493
2026 Q1	$238K	Sell	8,196 -526	-6%	-$15.3K	0.02%	468
2025 Q4	$228K	Buy	8,722 +44	+0.5%	+$1.13K	0.02%	483
2025 Q3	$205K	Buy	+8,678	New	+$192K	0.02%	500
2024 Q4	–	Sell	-8,589	Closed	-$211K	–	472
2024 Q3	$211K	Buy	+8,589	New	+$209K	0.02%	427
2024 Q2	–	Sell	-8,553	Closed	-$206K	–	452
2024 Q1	$206K	Buy	+8,553	New	+$200K	0.02%	405
2023 Q1	–	Sell	-8,472	Closed	-$213K	–	371
2022 Q4	$213K	Hold	8,472	–	–	0.03%	347
2022 Q3	$223	Hold	8,472	–	–	0.02%	314
2022 Q2	$244K	Sell	8,472 -458	-5%	-$13.7K	0.04%	293
2022 Q1	$307K	Sell	8,930 -100	-1%	-$3.53K	0.05%	260
2021 Q4	$395	Buy	9,030 +51	+0.6%	+$2.41K	0.02%	232
2021 Q3	$455K	Buy	8,979 +100	+1%	+$5.21K	0.07%	212
2021 Q2	$462K	Sell	8,879 -7	-0.1%	-$329	0.07%	222
2021 Q1	$406K	Buy	8,886 +2,926	+49%	+$143K	0.06%	237
2020 Q4	$274K	Buy	+5,960	New	+$257K	0.05%	257

Other funds holding IDNA

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Vision Retirement Ridgewood, New Jersey $414M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants's IDNA Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 0.34% in Q2 2026, buying an estimated $840 and bringing the position to 8,224 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #493.

First Heartland Consultants first reported a position in IDNA in Q4 2020 and has held it in 15 quarters since. The position peaked at $462K in Q2 2021. 13 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

First Heartland Consultants held 8,224 shares of iShares Genomics Immunology and Healthcare ETF worth $278K as of Q2 2026.
First Heartland Consultants bought 28 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $840.
iShares Genomics Immunology and Healthcare ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #493 holding.
First Heartland Consultants first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2020 and has held it in 15 quarters since.
First Heartland Consultants's iShares Genomics Immunology and Healthcare ETF position peaked at $462K in Q2 2021.
13 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.