Sharkey, Howes & Javer’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Sharkey, Howes & Javer’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 Q1	–	Sell	-62,112	Closed	-$2.72M	–	82
2021 Q4	$2.72M	Sell	62,112 -2,784	-4%	-$132K	0.61%	30
2021 Q3	$3.29M	Buy	64,896 +869	+1%	+$45.3K	0.85%	25
2021 Q2	$3.33M	Sell	64,027 -771	-1%	-$36.2K	0.88%	25
2021 Q1	$2.96M	Buy	+64,798	New	+$3.17M	0.93%	25

Other funds holding IDNA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sharkey, Howes & Javer's IDNA Position: Q1 2022 in Review

Sharkey, Howes & Javer sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2022, closing a stake of 62,112 shares — an estimated $2.72M sold.

Sharkey, Howes & Javer first reported a position in IDNA in Q1 2021 and held it in 4 quarters. The position peaked at $3.33M in Q2 2021. 86 funds tracked by Wall St. Rank hold IDNA as of Q1 2022.

Sharkey, Howes & Javer reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2022 after selling out during the quarter.
Sharkey, Howes & Javer sold 62,112 iShares Genomics Immunology and Healthcare ETF shares in Q1 2022, an estimated $2.72M.
Sharkey, Howes & Javer first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2021 and held it in 4 quarters.
Sharkey, Howes & Javer's iShares Genomics Immunology and Healthcare ETF position peaked at $3.33M in Q2 2021.
86 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2022, filed 25 Apr 2022.