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Summit Wealth Group (Colorado)’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,747
Closed -$292K – 348
2025
Q3 		$292K Buy
+1,747
New +$38.6K 0.05% 196

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Summit Wealth Group (Colorado)'s IDNA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2025, closing a stake of 1,747 shares — an estimated $292K sold.

Summit Wealth Group (Colorado) first reported a position in IDNA in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 58 funds tracked by Wall St. Rank hold IDNA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,747 iShares Genomics Immunology and Healthcare ETF shares in Q4 2025, an estimated $292K.
  • Summit Wealth Group (Colorado) first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s iShares Genomics Immunology and Healthcare ETF position peaked at $292K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.