Kistler-Tiffany Companies’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	–	Sell	-350	Closed	-$8.14K	–	901
2023 Q1	$8.14K	Hold	350	–	–	﹤0.01%	655
2022 Q4	$8.81K	Hold	350	–	–	﹤0.01%	639
2022 Q3	$9K	Hold	350	–	–	﹤0.01%	609
2022 Q2	$10K	Hold	350	–	–	﹤0.01%	581
2022 Q1	$12K	Hold	350	–	–	﹤0.01%	575
2021 Q4	$15K	Hold	350	–	–	﹤0.01%	541
2021 Q3	$18K	Hold	350	–	–	﹤0.01%	513
2021 Q2	$18K	Hold	350	–	–	﹤0.01%	500
2021 Q1	$16K	Hold	350	–	–	﹤0.01%	481
2020 Q4	$16K	Buy	+350	New	+$15.1K	﹤0.01%	454

Other funds holding IDNA

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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

WAP

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

Kistler-Tiffany Companies's IDNA Position: Q2 2023 in Review

Kistler-Tiffany Companies sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2023, closing a stake of 350 shares — an estimated $8.14K sold.

Kistler-Tiffany Companies first reported a position in IDNA in Q4 2020 and held it in 10 quarters. The position peaked at $18K in Q3 2021. 67 funds tracked by Wall St. Rank hold IDNA as of Q2 2023.

Kistler-Tiffany Companies reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 350 iShares Genomics Immunology and Healthcare ETF shares in Q2 2023, an estimated $8.14K.
Kistler-Tiffany Companies first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2020 and held it in 10 quarters.
Kistler-Tiffany Companies's iShares Genomics Immunology and Healthcare ETF position peaked at $18K in Q3 2021.
67 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.