T
IDNA icon

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

Tidemark’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 		$40.4K Sell
1,389
-8
-0.6% -$232 0.01% 293
2025
Q4 		$36.6K Buy
1,397
+2
+0.1% +$51 0.01% 275
2025
Q3 		$32.9K Buy
1,395
+48
+4% +$1.06K 0.01% 297
2025
Q2 		$27.6K Sell
1,347
-74
-5% -$1.49K 0.01% 323
2025
Q1 		$29.1K Buy
1,421
+152
+12% +$3.39K 0.01% 309
2024
Q4 		$28.7K Buy
1,269
+243
+24% +$5.83K 0.01% 309
2024
Q3 		$25.3K Hold
1,026
– – 0.01% 304
2024
Q2 		$23.7K Buy
+1,026
New +$24K 0.01% 302
2024
Q1 		– Sell
-181
Closed -$4.16K – 717
2023
Q4 		$4.16K Buy
+181
New +$3.64K ﹤0.01% 527

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
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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