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Triumph Capital Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Triumph Capital 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
2026
Q1 		$26.6K Sell
917
-346
-27% -$10K 0.01% 795
2025
Q4 		$33.1K Buy
+1,263
New +$32.5K 0.01% 725
2022
Q3 		– Sell
-18,382
Closed -$160K – 209
2022
Q2 		$160K Buy
+18,382
New +$549K 0.08% 181

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

Triumph Capital Management's IDNA Position: Q1 2026 in Review

Triumph Capital Management reduced its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 27% in Q1 2026, selling an estimated $10K and leaving 917 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #795.

Triumph Capital Management first reported a position in IDNA in Q2 2022 and has held it in 3 quarters since. The position peaked at $160K in Q2 2022. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

  • Triumph Capital Management held 917 shares of iShares Genomics Immunology and Healthcare ETF worth $26.6K as of Q1 2026.
  • Triumph Capital Management sold 346 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $10K.
  • iShares Genomics Immunology and Healthcare ETF made up 0.01% of Triumph Capital Management's portfolio in Q1 2026, its #795 holding.
  • Triumph Capital Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2022 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares Genomics Immunology and Healthcare ETF position peaked at $160K in Q2 2022.
  • 60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.