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PFG Investments’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-14,831
Closed -$357K – 1015
2024
Q1 		$357K Buy
+14,831
New +$348K 0.02% 668

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WBG
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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Investments's IDNA Position: Q2 2024 in Review

PFG Investments sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2024, closing a stake of 14,831 shares — an estimated $357K sold.

PFG Investments first reported a position in IDNA in Q1 2024 and held it in 1 quarter. The position peaked at $357K in Q1 2024. 62 funds tracked by Wall St. Rank hold IDNA as of Q2 2024.

  • PFG Investments reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 14,831 iShares Genomics Immunology and Healthcare ETF shares in Q2 2024, an estimated $357K.
  • PFG Investments first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's iShares Genomics Immunology and Healthcare ETF position peaked at $357K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.