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Howe & Rusling’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Howe & Rusling’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
-612
Closed -$15.1K – 431
2024
Q3 		$15.1K Buy
+612
New +$14.9K ﹤0.01% 349

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Howe & Rusling's IDNA Position: Q4 2024 in Review

Howe & Rusling sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2024, closing a stake of 612 shares — an estimated $15.1K sold.

Howe & Rusling first reported a position in IDNA in Q3 2024 and held it in 1 quarter. The position peaked at $15.1K in Q3 2024. 58 funds tracked by Wall St. Rank hold IDNA as of Q4 2024.

  • Howe & Rusling reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 612 iShares Genomics Immunology and Healthcare ETF shares in Q4 2024, an estimated $15.1K.
  • Howe & Rusling first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2024 and held it in 1 quarter.
  • Howe & Rusling's iShares Genomics Immunology and Healthcare ETF position peaked at $15.1K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.