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

Transform Wealth’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
-31,862
Closed -$721K – 257
2024
Q4 		$721K Buy
+31,862
New +$765K 0.04% 154

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

Transform Wealth's IDNA Position: Q1 2025 in Review

Transform Wealth sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2025, closing a stake of 31,862 shares — an estimated $721K sold.

Transform Wealth first reported a position in IDNA in Q4 2024 and held it in 1 quarter. The position peaked at $721K in Q4 2024. 48 funds tracked by Wall St. Rank hold IDNA as of Q1 2025.

  • Transform Wealth reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 31,862 iShares Genomics Immunology and Healthcare ETF shares in Q1 2025, an estimated $721K.
  • Transform Wealth first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • Transform Wealth's iShares Genomics Immunology and Healthcare ETF position peaked at $721K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.