LPL Financial
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LPL Financial’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

LPL Financial’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
Q3 		$4.55M Buy
107,411
+35,908
+50% +$1.32M ﹤0.01% 2930
2026
Q2 		$2.41M Sell
71,503
-1,039
-1% -$31.2K ﹤0.01% 3543
2026
Q1 		$2.11M Buy
72,542
+9,094
+14% +$264K ﹤0.01% 3463
2025
Q4 		$1.66M Buy
63,448
+13,691
+28% +$352K ﹤0.01% 3569
2025
Q3 		$1.17M Buy
49,757
+3,224
+7% +$71.3K ﹤0.01% 3841
2025
Q2 		$954K Buy
46,533
+4,741
+11% +$95.5K ﹤0.01% 3802
2025
Q1 		$856K Buy
41,792
+2,875
+7% +$64.2K ﹤0.01% 3686
2024
Q4 		$881K Sell
38,917
-3,885
-9% -$93.3K ﹤0.01% 3601
2024
Q3 		$1.05M Sell
42,802
-4,637
-10% -$113K ﹤0.01% 3351
2024
Q2 		$1.1M Sell
47,439
-1,362
-3% -$31.9K ﹤0.01% 3163
2024
Q1 		$1.18M Sell
48,801
-5,291
-10% -$124K ﹤0.01% 3032
2023
Q4 		$1.24M Buy
54,092
+656
+1% +$13.2K ﹤0.01% 2862
2023
Q3 		$1.09M Sell
53,436
-168
-0.3% -$3.77K ﹤0.01% 2823
2023
Q2 		$1.25M Sell
53,604
-16,339
-23% -$392K ﹤0.01% 2661
2023
Q1 		$1.63M Buy
69,943
+2,790
+4% +$69.8K ﹤0.01% 2315
2022
Q4 		$1.69M Sell
67,153
-10,202
-13% -$274K ﹤0.01% 2201
2022
Q3 		$2.04M Buy
77,355
+1,088
+1% +$33.6K ﹤0.01% 1965
2022
Q2 		$2.2M Buy
76,267
+3,304
+5% +$98.6K ﹤0.01% 1951
2022
Q1 		$2.51M Sell
72,963
-32,526
-31% -$1.15M ﹤0.01% 1874
2021
Q4 		$4.62M Buy
105,489
+4,420
+4% +$209K ﹤0.01% 1508
2021
Q3 		$5.12M Sell
101,069
-10,772
-10% -$562K ﹤0.01% 1372
2021
Q2 		$5.82M Buy
111,841
+3,218
+3% +$151K 0.01% 1238
2021
Q1 		$4.96M Buy
108,623
+27,622
+34% +$1.35M 0.01% 1232
2020
Q4 		$3.72M Buy
81,001
+44,416
+121% +$1.92M ﹤0.01% 1279
2020
Q3 		$1.42M Buy
36,585
+23,601
+182% +$907K ﹤0.01% 1665
2020
Q2 		$493K Buy
+12,984
New +$438K ﹤0.01% 2396

Other funds holding IDNA

WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial's IDNA Position: Q3 2026 in Review

LPL Financial increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 50% in Q3 2026, buying an estimated $1.32M and bringing the position to 107,411 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

LPL Financial first reported a position in IDNA in Q2 2020 and has held it in 26 quarters since. The position peaked at $5.82M in Q2 2021. 39 funds tracked by Wall St. Rank hold IDNA as of Q3 2026.

  • LPL Financial held 107,411 shares of iShares Genomics Immunology and Healthcare ETF worth $4.55M as of Q3 2026.
  • LPL Financial bought 35,908 iShares Genomics Immunology and Healthcare ETF shares in Q3 2026, an estimated $1.32M.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2930 holding.
  • LPL Financial first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and has held it in 26 quarters since.
  • LPL Financial's iShares Genomics Immunology and Healthcare ETF position peaked at $5.82M in Q2 2021.
  • 39 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.