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Outlook Wealth Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Outlook Wealth 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
2021
Q2 		– Sell
-16,352
Closed -$747K – 215
2021
Q1 		$747K Buy
16,352
+739
+5% +$36.1K 0.26% 87
2020
Q4 		$717K Buy
+15,613
New +$674K 0.26% 90

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Outlook Wealth Advisors's IDNA Position: Q2 2021 in Review

Outlook Wealth Advisors sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2021, closing a stake of 16,352 shares — an estimated $747K sold.

Outlook Wealth Advisors first reported a position in IDNA in Q4 2020 and held it in 2 quarters. The position peaked at $747K in Q1 2021. 84 funds tracked by Wall St. Rank hold IDNA as of Q2 2021.

  • Outlook Wealth Advisors reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2021 after selling out during the quarter.
  • Outlook Wealth Advisors sold 16,352 iShares Genomics Immunology and Healthcare ETF shares in Q2 2021, an estimated $747K.
  • Outlook Wealth Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2020 and held it in 2 quarters.
  • Outlook Wealth Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $747K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2021.

Based on Outlook Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.