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The Family Firm’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-557
Closed -$12.9K – 499
2024
Q2 		$12.9K Buy
+557
New +$13K ﹤0.01% 638

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

The Family Firm's IDNA Position: Q3 2024 in Review

The Family Firm sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2024, closing a stake of 557 shares — an estimated $12.9K sold.

The Family Firm first reported a position in IDNA in Q2 2024 and held it in 1 quarter. The position peaked at $12.9K in Q2 2024. 53 funds tracked by Wall St. Rank hold IDNA as of Q3 2024.

  • The Family Firm reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 557 iShares Genomics Immunology and Healthcare ETF shares in Q3 2024, an estimated $12.9K.
  • The Family Firm first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares Genomics Immunology and Healthcare ETF position peaked at $12.9K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.