NP
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NorthRock Partners’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

NorthRock 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
2024
Q4 		– Sell
-400
Closed -$9.85K – 821
2024
Q3 		$9.85K Hold
400
– – ﹤0.01% 765
2024
Q2 		$9.25K Hold
400
– – ﹤0.01% 751
2024
Q1 		$9.63K Buy
+400
New +$9.38K ﹤0.01% 742

Other funds holding IDNA

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WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

NorthRock Partners's IDNA Position: Q4 2024 in Review

NorthRock Partners sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2024, closing a stake of 400 shares — an estimated $9.85K sold.

NorthRock Partners first reported a position in IDNA in Q1 2024 and held it in 3 quarters. The position peaked at $9.85K in Q3 2024. 58 funds tracked by Wall St. Rank hold IDNA as of Q4 2024.

  • NorthRock Partners reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 400 iShares Genomics Immunology and Healthcare ETF shares in Q4 2024, an estimated $9.85K.
  • NorthRock Partners first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2024 and held it in 3 quarters.
  • NorthRock Partners's iShares Genomics Immunology and Healthcare ETF position peaked at $9.85K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.