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 Q2	$30.7K	Sell	910 -7	-0.8%	-$210	0.01%	813
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triumph Capital Management's IDNA Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 0.76% in Q2 2026, selling an estimated $210 and leaving 910 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #813.

Triumph Capital Management first reported a position in IDNA in Q2 2022 and has held it in 4 quarters since. The position peaked at $160K in Q2 2022. 66 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

Triumph Capital Management held 910 shares of iShares Genomics Immunology and Healthcare ETF worth $30.7K as of Q2 2026.
Triumph Capital Management sold 7 iShares Genomics Immunology and Healthcare ETF shares in Q2 2026, an estimated $210.
iShares Genomics Immunology and Healthcare ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #813 holding.
Triumph Capital Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2022 and has held it in 4 quarters since.
Triumph Capital Management's iShares Genomics Immunology and Healthcare ETF position peaked at $160K in Q2 2022.
66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.