IFP Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97K | Hold |
291
| – | – | ﹤0.01% | 3248 |
|
|
2025
Q1 | $5.96K | Hold |
291
| – | – | ﹤0.01% | 2763 |
|
|
2024
Q4 | $6.59K | Hold |
291
| – | – | ﹤0.01% | 2690 |
|
|
2024
Q3 | $7.16K | Hold |
291
| – | – | ﹤0.01% | 2551 |
|
|
2024
Q2 | $6.73K | Hold |
291
| – | – | ﹤0.01% | 2469 |
|
|
2024
Q1 | $7.01K | Hold |
291
| – | – | ﹤0.01% | 2359 |
|
|
2023
Q4 | $6.7K | Sell |
291
-525
| -64% | -$12.1K | ﹤0.01% | 2325 |
|
|
2023
Q3 | $16.6K | Sell |
816
-3,934
| -83% | -$80.1K | ﹤0.01% | 2029 |
|
|
2023
Q2 | $111K | Sell |
4,750
-33
| -0.7% | -$771 | ﹤0.01% | 1271 |
|
|
2023
Q1 | $119K | Sell |
4,783
-1,722
| -26% | -$42.9K | 0.01% | 1168 |
|
|
2022
Q4 | $161K | Buy |
6,505
+1,971
| +43% | +$48.8K | ﹤0.01% | 1463 |
|
|
2022
Q3 | $111K | Hold |
4,534
| – | – | ﹤0.01% | 1785 |
|
|
2022
Q2 | $111K | Hold |
4,534
| – | – | ﹤0.01% | 1623 |
|
|
2022
Q1 | $111K | Buy |
4,534
+252
| +6% | +$6.17K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $189K | Buy |
4,282
+291
| +7% | +$12.8K | ﹤0.01% | 962 |
|
|
2021
Q3 | $201K | Hold |
3,991
| – | – | ﹤0.01% | 913 |
|
|
2021
Q2 | $209K | Hold |
3,991
| – | – | ﹤0.01% | 882 |
|
|
2021
Q1 | $183K | Buy |
3,991
+5
| +0.1% | +$229 | ﹤0.01% | 879 |
|
|
2020
Q4 | $183K | Buy |
3,986
+1,434
| +56% | +$65.8K | 0.01% | 838 |
|
|
2020
Q3 | $101K | Buy |
2,552
+1,398
| +121% | +$55.3K | 0.01% | 988 |
|
|
2020
Q2 | $45K | Buy |
+1,154
| New | +$45K | ﹤0.01% | 1265 |
|