S
IDAT

SignatureFD’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

SignatureFD’s Portfolio IDAT Stock Details IDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$9.39K – 3191
2023
Q3 		$9.39K Hold
400
– – ﹤0.01% 2241
2023
Q2 		$9.75K Hold
400
– – ﹤0.01% 2247
2023
Q1 		$9.48K Hold
400
– – ﹤0.01% 2235
2022
Q4 		$8.38K Hold
400
– – ﹤0.01% 2235
2022
Q3 		$8K Hold
400
– – ﹤0.01% 2184
2022
Q2 		$8K Hold
400
– – ﹤0.01% 2227
2022
Q1 		$11K Hold
400
– – ﹤0.01% 2113
2021
Q4 		$12K Hold
400
– – ﹤0.01% 2027
2021
Q3 		$10K Hold
400
– – ﹤0.01% 2065
2021
Q2 		$10K Buy
+400
New +$10.1K ﹤0.01% 1984

Other funds holding IDAT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SignatureFD's IDAT Position: Q4 2023 in Review

SignatureFD sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q4 2023, closing a stake of 400 shares — an estimated $9.39K sold.

SignatureFD first reported a position in IDAT in Q2 2021 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 10 funds tracked by Wall St. Rank hold IDAT as of Q4 2023.

  • SignatureFD reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q4 2023 after selling out during the quarter.
  • SignatureFD sold 400 iShares Future Cloud 5G and Tech ETF shares in Q4 2023, an estimated $9.39K.
  • SignatureFD first reported a position in iShares Future Cloud 5G and Tech ETF in Q2 2021 and held it in 10 quarters.
  • SignatureFD's iShares Future Cloud 5G and Tech ETF position peaked at $12K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.