IFP Advisors
IDNA icon

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

IFP 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
Q3 		$12.3K Hold
291
– – ﹤0.01% 3258
2026
Q2 		$9.8K Hold
291
– – ﹤0.01% 3404
2026
Q1 		$8.45K Hold
291
– – ﹤0.01% 3235
2025
Q4 		$7.62K Hold
291
– – ﹤0.01% 3208
2025
Q3 		$6.87K Hold
291
– – ﹤0.01% 3087
2025
Q2 		$5.97K Hold
291
– – ﹤0.01% 3248
2025
Q1 		$5.96K Hold
291
– – ﹤0.01% 2763
2024
Q4 		$6.58K 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% -$10.5K ﹤0.01% 2325
2023
Q3 		$16.6K Sell
816
-3,934
-83% -$88.3K ﹤0.01% 2029
2023
Q2 		$111K Sell
4,750
-33
-0.7% -$792 ﹤0.01% 1271
2023
Q1 		$119K Sell
4,783
-1,722
-26% -$43.1K 0.01% 1168
2022
Q4 		$161K Buy
6,505
+1,971
+43% +$52.9K ﹤0.01% 1462
2022
Q3 		$111K Hold
4,534
– – ﹤0.01% 1784
2022
Q2 		$111K Hold
4,534
– – ﹤0.01% 1622
2022
Q1 		$111K Buy
4,534
+252
+6% +$8.9K ﹤0.01% 1622
2021
Q4 		$189K Buy
4,282
+291
+7% +$13.8K ﹤0.01% 976
2021
Q3 		$201K Hold
3,991
– – ﹤0.01% 947
2021
Q2 		$209K Hold
3,991
– – ﹤0.01% 882
2021
Q1 		$183K Buy
3,991
+5
+0.1% +$244 ﹤0.01% 879
2020
Q4 		$183K Buy
3,986
+1,434
+56% +$61.9K 0.01% 838
2020
Q3 		$101K Buy
2,552
+1,398
+121% +$53.7K 0.01% 989
2020
Q2 		$45K Buy
+1,154
New +$39K ﹤0.01% 1266

Other funds holding IDNA

Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return

IFP Advisors's IDNA Position: Q3 2026 in Review

IFP Advisors held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q3 2026 at 291 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

IFP Advisors first reported a position in IDNA in Q2 2020 and has held it in 26 quarters since. The position peaked at $209K in Q2 2021. 28 funds tracked by Wall St. Rank hold IDNA as of Q3 2026.

  • IFP Advisors held 291 shares of iShares Genomics Immunology and Healthcare ETF worth $12.3K as of Q3 2026.
  • IFP Advisors left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q3 2026.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3258 holding.
  • IFP Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and has held it in 26 quarters since.
  • IFP Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $209K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.