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

Liberty 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
2021
Q4 		– Sell
-309
Closed -$16K – 595
2021
Q3 		$16K Buy
309
+59
+24% +$3.08K 0.01% 705
2021
Q2 		$13K Buy
+250
New +$11.7K 0.01% 593

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WAP
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Liberty Wealth Management's IDNA Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2021, closing a stake of 309 shares — an estimated $16K sold.

Liberty Wealth Management first reported a position in IDNA in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q3 2021. 103 funds tracked by Wall St. Rank hold IDNA as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 309 iShares Genomics Immunology and Healthcare ETF shares in Q4 2021, an estimated $16K.
  • Liberty Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $16K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.