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

Synergy 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
2025
Q1 		– Sell
-2
Closed -$49 – 420
2024
Q4 		$49 Buy
+2
New +$48 ﹤0.01% 859

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Synergy Asset Management's IDNA Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2025, closing a stake of 2 shares — an estimated $49 sold.

Synergy Asset Management first reported a position in IDNA in Q4 2024 and held it in 1 quarter. The position peaked at $49 in Q4 2024. 48 funds tracked by Wall St. Rank hold IDNA as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2 iShares Genomics Immunology and Healthcare ETF shares in Q1 2025, an estimated $49.
  • Synergy Asset Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Genomics Immunology and Healthcare ETF position peaked at $49 in Q4 2024.
  • 48 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.