Golden State Equity Partners’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Golden State Equity Partners’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
2024 Q4	–	Sell	-206	Closed	-$5.07K	–	643
2024 Q3	$5.07K	Buy	+206	New	+$5.02K	﹤0.01%	651
2022 Q1	$241K	Buy	6,982 +572	+9%	+$20.2K	0.12%	165
2021 Q4	$281K	Buy	6,410 +607	+10%	+$28.7K	0.14%	135
2021 Q3	$294K	Buy	5,803 +329	+6%	+$17.2K	0.12%	173
2021 Q2	$285K	Buy	+5,474	New	+$257K	0.11%	190

Other funds holding IDNA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Golden State Equity Partners's IDNA Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2024, closing a stake of 206 shares — an estimated $5.07K sold.

Golden State Equity Partners first reported a position in IDNA in Q2 2021 and held it in 5 quarters. The position peaked at $294K in Q3 2021. 58 funds tracked by Wall St. Rank hold IDNA as of Q4 2024.

Golden State Equity Partners reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 206 iShares Genomics Immunology and Healthcare ETF shares in Q4 2024, an estimated $5.07K.
Golden State Equity Partners first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2021 and held it in 5 quarters.
Golden State Equity Partners's iShares Genomics Immunology and Healthcare ETF position peaked at $294K in Q3 2021.
58 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.