Meridian Wealth Partners’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-30	Closed	-$1K	–	638
2021 Q1	$1K	Buy	+30	New	+$1.47K	﹤0.01%	1180

Other funds holding IDNA

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Meridian Wealth Partners's IDNA Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in IDNA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 84 funds tracked by Wall St. Rank hold IDNA as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 30 iShares Genomics Immunology and Healthcare ETF shares in Q2 2021, an estimated $1K.
Meridian Wealth Partners first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's iShares Genomics Immunology and Healthcare ETF position peaked at $1K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.