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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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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

OneDigital Investment Advisors's IDNA Position: Q1 2026 in Review

OneDigital Investment Advisors held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q1 2026 at 7,835 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

OneDigital Investment Advisors first reported a position in IDNA in Q3 2024 and has held it in 5 quarters since. The position peaked at $252K in Q3 2024. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

  • OneDigital Investment Advisors held 7,835 shares of iShares Genomics Immunology and Healthcare ETF worth $228K as of Q1 2026.
  • OneDigital Investment Advisors left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q1 2026.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1343 holding.
  • OneDigital Investment Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2024 and has held it in 5 quarters since.
  • OneDigital Investment Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $252K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.