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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31,862
Closed -$721K – 256
2024
Q4 		$721K Buy
+31,862
New +$721K 0.04% 154