Sweeney & Michel
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Sweeney & Michel’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Sweeney & Michel’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
Q3 		$208K Buy
+4,907
New +$180K 0.06% 159
2023
Q3 		– Sell
-18,570
Closed -$411K – 106
2023
Q2 		$411K Sell
18,570
-5,212
-22% -$125K 0.21% 75
2023
Q1 		$589K Buy
+23,782
New +$595K 0.31% 52

Other funds holding IDNA

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WBG
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Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Portland Global Advisors
Portland Global Advisors Portland, Maine $1.07B AUM 13.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sweeney & Michel's IDNA Position: Q3 2026 in Review

Sweeney & Michel opened a new position in iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2026: 4,907 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #159 among its holdings. This is a return to the name: Sweeney & Michel previously reported a position in IDNA as recently as Q2 2023.

Sweeney & Michel first reported a position in IDNA in Q1 2023 and has held it in 3 quarters since. The position peaked at $589K in Q1 2023. 53 funds tracked by Wall St. Rank hold IDNA as of Q3 2026.

  • Sweeney & Michel held 4,907 shares of iShares Genomics Immunology and Healthcare ETF worth $208K as of Q3 2026.
  • iShares Genomics Immunology and Healthcare ETF was a new Sweeney & Michel position in Q3 2026.
  • iShares Genomics Immunology and Healthcare ETF made up 0.06% of Sweeney & Michel's portfolio in Q3 2026, its #159 holding.
  • Sweeney & Michel first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2023 and has held it in 3 quarters since.
  • Sweeney & Michel's iShares Genomics Immunology and Healthcare ETF position peaked at $589K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.