IA
IDAT

IFP Advisors’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

IFP Advisors’s Portfolio IDAT Stock Details IDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-175
Closed -$4K – 3878
2022
Q4 		$4K Hold
175
– – ﹤0.01% 3898
2022
Q3 		$4K Hold
175
– – ﹤0.01% 4128
2022
Q2 		$4K Hold
175
– – ﹤0.01% 3890
2022
Q1 		$4K Buy
+175
New +$4.73K ﹤0.01% 3889

Other funds holding IDAT

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors's IDAT Position: Q1 2023 in Review

IFP Advisors sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q1 2023, closing a stake of 175 shares — an estimated $4K sold.

IFP Advisors first reported a position in IDAT in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q4 2022. 8 funds tracked by Wall St. Rank hold IDAT as of Q1 2023.

  • IFP Advisors reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 175 iShares Future Cloud 5G and Tech ETF shares in Q1 2023, an estimated $4K.
  • IFP Advisors first reported a position in iShares Future Cloud 5G and Tech ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's iShares Future Cloud 5G and Tech ETF position peaked at $4K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.