NA
IDNA icon

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

NewEdge 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
2023
Q3 		– Sell
-350
Closed -$8.17K – 3558
2023
Q2 		$8.17K Buy
+350
New +$8.39K ﹤0.01% 2669
2023
Q1 		– Sell
-240
Closed -$6.04K – 3764
2022
Q4 		$6.04K Buy
+240
New +$6.45K ﹤0.01% 2529

Other funds holding IDNA

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's IDNA Position: Q3 2023 in Review

NewEdge Advisors sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2023, closing a stake of 350 shares — an estimated $8.17K sold.

NewEdge Advisors first reported a position in IDNA in Q4 2022 and held it in 2 quarters. The position peaked at $8.17K in Q2 2023. 66 funds tracked by Wall St. Rank hold IDNA as of Q3 2023.

  • NewEdge Advisors reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 350 iShares Genomics Immunology and Healthcare ETF shares in Q3 2023, an estimated $8.17K.
  • NewEdge Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $8.17K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.