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

Golden State 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
2026 Q1	$2.28K	Hold	78	–	–	﹤0.01%	1330
2025 Q4	$2.06K	Hold	78	–	–	﹤0.01%	1386
2025 Q3	$1.84K	Hold	78	–	–	﹤0.01%	1404
2025 Q2	$1.6K	Buy	78 +1	+1%	+$20	﹤0.01%	1384
2025 Q1	$1.59K	Hold	77	–	–	﹤0.01%	1354
2024 Q4	$1.75K	Buy	+77	New	+$1.85K	﹤0.01%	1269

Other funds holding IDNA

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

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

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

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCA

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

Golden State Wealth Management's IDNA Position: Q1 2026 in Review

Golden State Wealth Management held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q1 2026 at 78 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Golden State Wealth Management first reported a position in IDNA in Q4 2024 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

Golden State Wealth Management held 78 shares of iShares Genomics Immunology and Healthcare ETF worth $2.28K as of Q1 2026.
Golden State Wealth Management left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q1 2026.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1330 holding.
Golden State Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2024 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.