HHM Wealth Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

HHM Wealth Advisors’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	$4.56K	Hold	135	–	–	﹤0.01%	736
2026 Q1	$3.92K	Hold	135	–	–	﹤0.01%	747
2025 Q4	$3.54K	Hold	135	–	–	﹤0.01%	739
2025 Q3	$3.19K	Hold	135	–	–	﹤0.01%	767
2025 Q2	$2.77K	Hold	135	–	–	﹤0.01%	736
2025 Q1	$2.77K	Hold	135	–	–	﹤0.01%	722
2024 Q4	$3.06K	Hold	135	–	–	﹤0.01%	715
2024 Q3	$3.32K	Hold	135	–	–	﹤0.01%	689
2024 Q2	$3.12K	Hold	135	–	–	﹤0.01%	675
2024 Q1	$3.25K	Hold	135	–	–	﹤0.01%	659
2023 Q4	$3.11K	Hold	135	–	–	﹤0.01%	663
2023 Q3	$2.75K	Hold	135	–	–	﹤0.01%	696
2023 Q2	$3.15K	Hold	135	–	–	﹤0.01%	709
2023 Q1	$3.14K	Sell	135 -870	-87%	-$21.8K	﹤0.01%	694
2022 Q4	$25.3K	Hold	1,005	–	–	0.01%	332
2022 Q3	$27K	Hold	1,005	–	–	0.01%	311
2022 Q2	$29K	Hold	1,005	–	–	0.01%	361
2022 Q1	$35K	Hold	1,005	–	–	0.01%	356
2021 Q4	$44K	Hold	1,005	–	–	0.01%	322
2021 Q3	$51K	Hold	1,005	–	–	0.01%	296
2021 Q2	$52K	Hold	1,005	–	–	0.01%	293
2021 Q1	$46K	Buy	1,005 +135	+16%	+$6.6K	0.01%	286
2020 Q4	$40K	Hold	870	–	–	0.01%	284
2020 Q3	$34K	Hold	870	–	–	0.01%	267
2020 Q2	$33K	Hold	870	–	–	0.01%	264
2020 Q1	$23K	Buy	+870	New	+$24.7K	0.01%	284

Other funds holding IDNA

AWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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

HHM Wealth Advisors's IDNA Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q2 2026 at 135 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

HHM Wealth Advisors first reported a position in IDNA in Q1 2020 and has held it in 26 quarters since. The position peaked at $52K in Q2 2021. 14 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

HHM Wealth Advisors held 135 shares of iShares Genomics Immunology and Healthcare ETF worth $4.56K as of Q2 2026.
HHM Wealth Advisors left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q2 2026.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #736 holding.
HHM Wealth Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $52K in Q2 2021.
14 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.