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Relyea Zuckerberg Hanson’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Relyea Zuckerberg Hanson’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
2022
Q2 		– Sell
-6,400
Closed -$221K – 145
2022
Q1 		$221K Buy
+6,400
New +$226K 0.07% 144
2021
Q4 		– Sell
-6,800
Closed -$345K – 148
2021
Q3 		$345K Buy
+6,800
New +$354K 0.13% 108

Other funds holding IDNA

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Relyea Zuckerberg Hanson's IDNA Position: Q2 2022 in Review

Relyea Zuckerberg Hanson sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2022, closing a stake of 6,400 shares — an estimated $221K sold.

Relyea Zuckerberg Hanson first reported a position in IDNA in Q3 2021 and held it in 2 quarters. The position peaked at $345K in Q3 2021. 73 funds tracked by Wall St. Rank hold IDNA as of Q2 2022.

  • Relyea Zuckerberg Hanson reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2022 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 6,400 iShares Genomics Immunology and Healthcare ETF shares in Q2 2022, an estimated $221K.
  • Relyea Zuckerberg Hanson first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2021 and held it in 2 quarters.
  • Relyea Zuckerberg Hanson's iShares Genomics Immunology and Healthcare ETF position peaked at $345K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2022.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2022, filed 18 Jul 2022.