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

Laidlaw 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
2025 Q1	–	Sell	-21,066	Closed	-$477K	–	98
2024 Q4	$477K	Buy	21,066 +721	+4%	+$17.3K	0.21%	111
2024 Q3	$501K	Sell	20,345 -538	-3%	-$13.1K	0.25%	115
2024 Q2	$483K	Sell	20,883 -66	-0.3%	-$1.54K	0.27%	105
2024 Q1	$504K	Buy	20,949 +6,323	+43%	+$148K	0.28%	105
2023 Q4	$337K	Sell	14,626 -9,361	-39%	-$188K	0.12%	171
2023 Q3	$488K	Sell	23,987 -2,168	-8%	-$48.6K	0.16%	149
2023 Q2	$611K	Buy	26,155 +1,980	+8%	+$47.5K	0.12%	183
2023 Q1	$563K	Buy	24,175 +3,473	+17%	+$86.9K	0.11%	193
2022 Q4	$521K	Buy	+20,702	New	+$556K	0.11%	192

Other funds holding IDNA

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

Laidlaw Wealth Management's IDNA Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2025, closing a stake of 21,066 shares — an estimated $477K sold.

Laidlaw Wealth Management first reported a position in IDNA in Q4 2022 and held it in 9 quarters. The position peaked at $611K in Q2 2023. 48 funds tracked by Wall St. Rank hold IDNA as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 21,066 iShares Genomics Immunology and Healthcare ETF shares in Q1 2025, an estimated $477K.
Laidlaw Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2022 and held it in 9 quarters.
Laidlaw Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $611K in Q2 2023.
48 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.