Lido Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Lido Advisors’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
2026 Q1	$962K	Buy	33,099 +1,408	+4%	+$40.9K	﹤0.01%	984
2025 Q4	$748K	Buy	31,691 +25	+0.1%	+$643	﹤0.01%	1128
2025 Q3	$748K	Sell	31,666 -2,389	-7%	-$52.8K	﹤0.01%	1070
2025 Q2	$698K	Sell	34,055 -15,823	-32%	-$319K	﹤0.01%	984
2025 Q1	$1.02M	Sell	49,878 -298	-0.6%	-$6.65K	﹤0.01%	772
2024 Q4	$1.14M	Buy	+50,176	New	+$1.2M	0.01%	712

Other funds holding IDNA

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CCA

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

Lido Advisors's IDNA Position: Q1 2026 in Review

Lido Advisors increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 4.4% in Q1 2026, buying an estimated $40.9K and bringing the position to 33,099 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Lido Advisors first reported a position in IDNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2024. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

Lido Advisors held 33,099 shares of iShares Genomics Immunology and Healthcare ETF worth $962K as of Q1 2026.
Lido Advisors bought 1,408 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $40.9K.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #984 holding.
Lido Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2024 and has held it in 6 quarters since.
Lido Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $1.14M in Q4 2024.
60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.