Sunbelt Securities’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Sunbelt Securities’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
2026 Q1	$29.1K	Hold	1,000	–	–	﹤0.01%	1190
2025 Q4	$26.2K	Hold	1,000	–	–	﹤0.01%	1178
2025 Q3	$23.6K	Sell	1,000 -100	-9%	-$2.21K	﹤0.01%	1215
2025 Q2	$24.9K	Buy	1,100 +100	+10%	+$2.01K	﹤0.01%	1112
2025 Q1	$20.5K	Sell	1,000 -100	-9%	-$2.23K	﹤0.01%	1120
2024 Q4	$24.8K	Hold	1,100	–	–	﹤0.01%	1112
2024 Q3	$27.1K	Hold	1,100	–	–	﹤0.01%	1087
2024 Q2	$25.4K	Hold	1,100	–	–	﹤0.01%	1065
2024 Q1	$26.5K	Sell	1,100 -40	-4%	-$938	﹤0.01%	1028
2023 Q4	$26.2K	Hold	1,140	–	–	﹤0.01%	965
2023 Q3	$23.2K	Hold	1,140	–	–	﹤0.01%	975
2023 Q2	$26.6K	Hold	1,140	–	–	﹤0.01%	943
2023 Q1	$26.1K	Buy	+1,140	New	+$28.5K	﹤0.01%	887

Other funds holding IDNA

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

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

WBG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Sunbelt Securities's IDNA Position: Q1 2026 in Review

Sunbelt Securities held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q1 2026 at 1,000 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Sunbelt Securities first reported a position in IDNA in Q1 2023 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

Sunbelt Securities held 1,000 shares of iShares Genomics Immunology and Healthcare ETF worth $29.1K as of Q1 2026.
Sunbelt Securities left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q1 2026.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1190 holding.
Sunbelt Securities first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2023 and has held it in 13 quarters since.
60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.