Trust Company of Vermont’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Trust Company of Vermont’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
2021 Q3	–	Sell	-21	Closed	-$1K	–	498
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	767
2021 Q1	$1K	Sell	21 -6	-22%	-$293	﹤0.01%	740
2020 Q4	$1K	Sell	27 -13	-33%	-$561	﹤0.01%	738
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	701
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	725
2020 Q1	$1K	Buy	+40	New	+$1.14K	﹤0.01%	849

Other funds holding IDNA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Trust Company of Vermont's IDNA Position: Q3 2021 in Review

Trust Company of Vermont sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2021, closing a stake of 21 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in IDNA in Q1 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2020. 89 funds tracked by Wall St. Rank hold IDNA as of Q3 2021.

Trust Company of Vermont reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2021 after selling out during the quarter.
Trust Company of Vermont sold 21 iShares Genomics Immunology and Healthcare ETF shares in Q3 2021, an estimated $1K.
Trust Company of Vermont first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2020 and held it in 6 quarters.
Trust Company of Vermont's iShares Genomics Immunology and Healthcare ETF position peaked at $2K in Q3 2020.
89 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2021.

Based on Trust Company of Vermont's 13F filing for Q3 2021, filed 22 Oct 2021.