Prospera Financial Services’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Prospera 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 Q3	$204K	Buy	+4,781	New	+$175K	﹤0.01%	1428
2024 Q1	–	Sell	-11,310	Closed	-$260K	–	1117
2023 Q4	$260K	Buy	11,310 +563	+5%	+$11.3K	0.01%	905
2023 Q3	$219K	Buy	+10,747	New	+$241K	0.01%	917
2022 Q2	–	Sell	-125	Closed	-$4K	–	2079
2022 Q1	$4K	Buy	+125	New	+$4.42K	﹤0.01%	2320
2021 Q1	–	Sell	-5,702	Closed	-$262K	–	760
2020 Q4	$262K	Buy	5,702 +5,577	+4,462%	+$241K	0.02%	571
2020 Q3	$5K	Buy	+125	New	+$4.81K	﹤0.01%	1287

Other funds holding IDNA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prospera Financial Services's IDNA Position: Q3 2026 in Review

Prospera Financial Services opened a new position in iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2026: 4,781 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in IDNA as recently as Q4 2023.

Prospera Financial Services first reported a position in IDNA in Q3 2020 and has held it in 6 quarters since. The position peaked at $262K in Q4 2020. 36 funds tracked by Wall St. Rank hold IDNA as of Q3 2026.

Prospera Financial Services held 4,781 shares of iShares Genomics Immunology and Healthcare ETF worth $204K as of Q3 2026.
iShares Genomics Immunology and Healthcare ETF was a new Prospera Financial Services position in Q3 2026.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1428 holding.
Prospera Financial Services first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2020 and has held it in 6 quarters since.
Prospera Financial Services's iShares Genomics Immunology and Healthcare ETF position peaked at $262K in Q4 2020.
36 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.