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 Q2	$1.28M	Buy	38,007 +4,908	+15%	+$147K	﹤0.01%	984
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 $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's IDNA Position: Q2 2026 in Review

Lido Advisors increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 15% in Q2 2026, buying an estimated $147K and bringing the position to 38,007 shares worth $1.28M. 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 7 quarters since. 66 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

Lido Advisors held 38,007 shares of iShares Genomics Immunology and Healthcare ETF worth $1.28M as of Q2 2026.
Lido Advisors bought 4,908 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $147K.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 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 7 quarters since.
66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.