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Smartleaf Asset Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Smartleaf Asset 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
2024
Q1 		– Sell
-110
Closed -$2.56K – 1869
2023
Q4 		$2.56K Buy
+110
New +$2.21K ﹤0.01% 938

Other funds holding IDNA

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WBG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Smartleaf Asset Management's IDNA Position: Q1 2024 in Review

Smartleaf Asset Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2024, closing a stake of 110 shares — an estimated $2.56K sold.

Smartleaf Asset Management first reported a position in IDNA in Q4 2023 and held it in 1 quarter. The position peaked at $2.56K in Q4 2023. 63 funds tracked by Wall St. Rank hold IDNA as of Q1 2024.

  • Smartleaf Asset Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 110 iShares Genomics Immunology and Healthcare ETF shares in Q1 2024, an estimated $2.56K.
  • Smartleaf Asset Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2023 and held it in 1 quarter.
  • Smartleaf Asset Management's iShares Genomics Immunology and Healthcare ETF position peaked at $2.56K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2024.

Based on Smartleaf Asset Management's 13F filing for Q1 2024, filed 3 May 2024.