Journey Advisory Group’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

Journey Advisory Group’s Portfolio IDAT Stock Details IDAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,780	Closed	-$200K	–	230
2024 Q1	$200K	Buy	+6,780	New	+$193K	0.02%	235
2022 Q4	–	Sell	-10,980	Closed	-$211K	–	229
2022 Q3	$211K	Hold	10,980	–	–	0.05%	223
2022 Q2	$246K	Buy	+10,980	New	+$252K	0.06%	221

Other funds holding IDAT

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Journey Advisory Group's IDAT Position: Q2 2024 in Review

Journey Advisory Group sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q2 2024, closing a stake of 6,780 shares — an estimated $200K sold.

Journey Advisory Group first reported a position in IDAT in Q2 2022 and held it in 3 quarters. The position peaked at $246K in Q2 2022. 6 funds tracked by Wall St. Rank hold IDAT as of Q2 2024.

Journey Advisory Group reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q2 2024 after selling out during the quarter.
Journey Advisory Group sold 6,780 iShares Future Cloud 5G and Tech ETF shares in Q2 2024, an estimated $200K.
Journey Advisory Group first reported a position in iShares Future Cloud 5G and Tech ETF in Q2 2022 and held it in 3 quarters.
Journey Advisory Group's iShares Future Cloud 5G and Tech ETF position peaked at $246K in Q2 2022.
6 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q2 2024.

Based on Journey Advisory Group's 13F filing for Q2 2024, filed 2 Aug 2024.