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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
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% 1463
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

IFP Advisors's IDNA Position: Q1 2026 in Review

IFP Advisors held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q1 2026 at 291 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

IFP Advisors first reported a position in IDNA in Q2 2020 and has held it in 24 quarters since. The position peaked at $209K in Q2 2021. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

  • IFP Advisors held 291 shares of iShares Genomics Immunology and Healthcare ETF worth $8.45K as of Q1 2026.
  • IFP Advisors left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q1 2026.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3235 holding.
  • IFP Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and has held it in 24 quarters since.
  • IFP Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $209K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.