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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,981
Closed -$205K 1479
2025
Q1
$205K Hold
9,981
﹤0.01% 1321
2024
Q4
$226K Sell
9,981
-276
-3% -$6.25K ﹤0.01% 1275
2024
Q3
$252K Buy
+10,257
New +$252K ﹤0.01% 1247