Northwestern Mutual Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	$14.5K	Sell	500 -20	-4%	-$581	﹤0.01%	2927
2025 Q4	$13.6K	Buy	+520	New	+$13.4K	﹤0.01%	2887
2023 Q4	–	Sell	-137	Closed	-$2.79K	–	3563
2023 Q3	$2.79K	Buy	+137	New	+$3.07K	﹤0.01%	2897
2023 Q2	–	Sell	-151	Closed	-$3.51K	–	3461
2023 Q1	$3.51K	Hold	151	–	–	﹤0.01%	2842
2022 Q4	$3.8K	Sell	151 -415	-73%	-$11.1K	﹤0.01%	2800
2022 Q3	$15K	Sell	566 -62	-10%	-$1.91K	﹤0.01%	2325
2022 Q2	$18K	Hold	628	–	–	﹤0.01%	2295
2022 Q1	$21K	Buy	628 +151	+32%	+$5.33K	﹤0.01%	2296
2021 Q4	$21K	Hold	477	–	–	﹤0.01%	2313
2021 Q3	$24K	Hold	477	–	–	﹤0.01%	2161
2021 Q2	$25K	Buy	+477	New	+$22.4K	﹤0.01%	2103

Other funds holding IDNA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management's IDNA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 3.8% in Q1 2026, selling an estimated $581 and leaving 500 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Northwestern Mutual Wealth Management first reported a position in IDNA in Q2 2021 and has held it in 11 quarters since. The position peaked at $25K in Q2 2021. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

Northwestern Mutual Wealth Management held 500 shares of iShares Genomics Immunology and Healthcare ETF worth $14.5K as of Q1 2026.
Northwestern Mutual Wealth Management sold 20 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $581.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2927 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2021 and has held it in 11 quarters since.
Northwestern Mutual Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $25K in Q2 2021.
60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.