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

Spire 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
2021 Q2	–	Sell	-1,011	Closed	-$45K	–	2757
2021 Q1	$45K	Buy	+1,011	New	+$49.4K	﹤0.01%	1773

Other funds holding IDNA

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WBG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Spire Wealth Management's IDNA Position: Q2 2021 in Review

Spire Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2021, closing a stake of 1,011 shares — an estimated $45K sold.

Spire Wealth Management first reported a position in IDNA in Q1 2021 and held it in 1 quarter. The position peaked at $45K in Q1 2021. 84 funds tracked by Wall St. Rank hold IDNA as of Q2 2021.

Spire Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2021 after selling out during the quarter.
Spire Wealth Management sold 1,011 iShares Genomics Immunology and Healthcare ETF shares in Q2 2021, an estimated $45K.
Spire Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2021 and held it in 1 quarter.
Spire Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $45K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.