PCFFS
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Pacific Center for Financial Services’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Pacific Center for Financial Services’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 		$18.7K Buy
555
+2
+0.4% +$60 ﹤0.01% 291
2026
Q1 		$16.1K Buy
553
+3
+0.5% +$87 ﹤0.01% 293
2025
Q4 		$13K Hold
550
– – ﹤0.01% 303
2025
Q3 		$13K Hold
550
– – ﹤0.01% 303
2025
Q2 		$11.3K Sell
550
-183
-25% -$3.69K ﹤0.01% 298
2025
Q1 		$15K Sell
733
-124
-14% -$2.77K ﹤0.01% 275
2024
Q4 		$19.4K Buy
857
+4
+0.5% +$96 0.01% 257
2024
Q3 		$21K Hold
853
– – 0.01% 248
2024
Q2 		$19.7K Buy
853
+4
+0.5% +$94 0.01% 243
2024
Q1 		$20.4K Hold
849
– – 0.01% 245
2023
Q4 		$19.5K Buy
849
+6
+0.7% +$121 0.01% 230
2023
Q3 		$17.1K Hold
843
– – 0.01% 251
2023
Q2 		$19.7K Buy
843
+3
+0.4% +$72 0.01% 234
2023
Q1 		$19.6K Buy
+840
New +$21K 0.01% 232
2022
Q3 		$22K Hold
840
– – 0.01% 216
2022
Q2 		$24K Buy
840
+4
+0.5% +$119 0.01% 203
2022
Q1 		$29K Sell
836
-201
-19% -$7.1K 0.01% 193
2021
Q4 		$45K Buy
1,037
+325
+46% +$15.4K 0.02% 171
2021
Q3 		$36K Buy
+712
New +$37.1K 0.02% 184

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Center for Financial Services's IDNA Position: Q2 2026 in Review

Pacific Center for Financial Services increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 0.36% in Q2 2026, buying an estimated $60 and bringing the position to 555 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Pacific Center for Financial Services first reported a position in IDNA in Q3 2021 and has held it in 19 quarters since. The position peaked at $45K in Q4 2021. 66 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

  • Pacific Center for Financial Services held 555 shares of iShares Genomics Immunology and Healthcare ETF worth $18.7K as of Q2 2026.
  • Pacific Center for Financial Services bought 2 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $60.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #291 holding.
  • Pacific Center for Financial Services first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2021 and has held it in 19 quarters since.
  • Pacific Center for Financial Services's iShares Genomics Immunology and Healthcare ETF position peaked at $45K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.