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Founders Financial Alliance’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Founders Financial Alliance’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 		– Sell
-3,412
Closed -$99.1K – 801
2026
Q1 		$99.1K Hold
3,412
– – 0.02% 453
2025
Q4 		$89.4K Buy
3,412
+12
+0.4% +$309 0.02% 401
2025
Q3 		$80.3K Buy
+3,400
New +$75.2K 0.02% 455

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's IDNA Position: Q2 2026 in Review

Founders Financial Alliance sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2026, closing a stake of 3,412 shares — an estimated $99.1K sold.

Founders Financial Alliance first reported a position in IDNA in Q3 2025 and held it in 3 quarters. The position peaked at $99.1K in Q1 2026. 66 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

  • Founders Financial Alliance reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 3,412 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $99.1K.
  • Founders Financial Alliance first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2025 and held it in 3 quarters.
  • Founders Financial Alliance's iShares Genomics Immunology and Healthcare ETF position peaked at $99.1K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.