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

OneDigital Investment 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
2026 Q2	$265K	Buy	7,867 +32	+0.4%	+$960	﹤0.01%	1359
2026 Q1	$228K	Hold	7,835	–	–	﹤0.01%	1343
2025 Q4	$205K	Buy	+7,835	New	+$202K	﹤0.01%	1436
2025 Q2	–	Sell	-9,981	Closed	-$205K	–	1480
2025 Q1	$205K	Hold	9,981	–	–	﹤0.01%	1321
2024 Q4	$226K	Sell	9,981 -276	-3%	-$6.63K	﹤0.01%	1275
2024 Q3	$252K	Buy	+10,257	New	+$250K	﹤0.01%	1247

Other funds holding IDNA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneDigital Investment Advisors's IDNA Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 0.41% in Q2 2026, buying an estimated $960 and bringing the position to 7,867 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

OneDigital Investment Advisors first reported a position in IDNA in Q3 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

OneDigital Investment Advisors held 7,867 shares of iShares Genomics Immunology and Healthcare ETF worth $265K as of Q2 2026.
OneDigital Investment Advisors bought 32 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $960.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1359 holding.
OneDigital Investment Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2024 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.