Independent Financial Group’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Independent Financial Group’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 Q4	–	Sell	-10,845	Closed	-$286K	–	794
2022 Q3	$286K	Sell	10,845 -528	-5%	-$16.3K	0.03%	551
2022 Q2	$329K	Buy	11,373 +27	+0.2%	+$806	0.04%	480
2022 Q1	$391K	Sell	11,346 -255	-2%	-$9.01K	0.03%	506
2021 Q4	$508K	Buy	11,601 +458	+4%	+$21.7K	0.04%	420
2021 Q3	$565K	Buy	11,143 +1,617	+17%	+$84.3K	0.06%	331
2021 Q2	$496K	Buy	9,526 +2,034	+27%	+$95.5K	0.05%	371
2021 Q1	$342K	Buy	+7,492	New	+$366K	0.04%	430

Other funds holding IDNA

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

WAP

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Independent Financial Group's IDNA Position: Q4 2022 in Review

Independent Financial Group sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2022, closing a stake of 10,845 shares — an estimated $286K sold.

Independent Financial Group first reported a position in IDNA in Q1 2021 and held it in 7 quarters. The position peaked at $565K in Q3 2021. 75 funds tracked by Wall St. Rank hold IDNA as of Q4 2022.

Independent Financial Group reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Independent Financial Group sold 10,845 iShares Genomics Immunology and Healthcare ETF shares in Q4 2022, an estimated $286K.
Independent Financial Group first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2021 and held it in 7 quarters.
Independent Financial Group's iShares Genomics Immunology and Healthcare ETF position peaked at $565K in Q3 2021.
75 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.