IHT Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

IHT Wealth Management’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
2022 Q1	–	Sell	-6,964	Closed	-$305K	–	809
2021 Q4	$305K	Sell	6,964 -134	-2%	-$6.34K	0.02%	601
2021 Q3	$360K	Hold	7,098	–	–	0.03%	537
2021 Q2	$369K	Sell	7,098 -2,194	-24%	-$103K	0.02%	635
2021 Q1	$425K	Buy	9,292 +132	+1%	+$6.45K	0.03%	512
2020 Q4	$421K	Sell	9,160 -107	-1%	-$4.62K	0.04%	463
2020 Q3	$361K	Buy	9,267 +1,654	+22%	+$63.6K	0.04%	428
2020 Q2	$289K	Buy	+7,613	New	+$257K	0.04%	422

Other funds holding IDNA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IHT Wealth Management's IDNA Position: Q1 2022 in Review

IHT Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2022, closing a stake of 6,964 shares — an estimated $305K sold.

IHT Wealth Management first reported a position in IDNA in Q2 2020 and held it in 7 quarters. The position peaked at $425K in Q1 2021. 86 funds tracked by Wall St. Rank hold IDNA as of Q1 2022.

IHT Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 6,964 iShares Genomics Immunology and Healthcare ETF shares in Q1 2022, an estimated $305K.
IHT Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and held it in 7 quarters.
IHT Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $425K in Q1 2021.
86 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.