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Sheets Smith Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-547
Closed -$11.1K – 408
2023
Q3 		$11.1K Buy
+547
New +$12.3K ﹤0.01% 450

Other funds holding IDNA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Sheets Smith Wealth Management's IDNA Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2023, closing a stake of 547 shares — an estimated $11.1K sold.

Sheets Smith Wealth Management first reported a position in IDNA in Q3 2023 and held it in 1 quarter. The position peaked at $11.1K in Q3 2023. 66 funds tracked by Wall St. Rank hold IDNA as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 547 iShares Genomics Immunology and Healthcare ETF shares in Q4 2023, an estimated $11.1K.
  • Sheets Smith Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $11.1K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.