Ulrich Consultants & Investment Group’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Ulrich Consultants & Investment Group’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
2022 Q3	–	Sell	-46,608	Closed	-$1.35M	–	60
2022 Q2	$1.35M	Buy	+46,608	New	+$1.39M	0.74%	42

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WBG

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WAP

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ulrich Consultants & Investment Group's IDNA Position: Q3 2022 in Review

Ulrich Consultants & Investment Group sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2022, closing a stake of 46,608 shares — an estimated $1.35M sold.

Ulrich Consultants & Investment Group first reported a position in IDNA in Q2 2022 and held it in 1 quarter. The position peaked at $1.35M in Q2 2022. 67 funds tracked by Wall St. Rank hold IDNA as of Q3 2022.

Ulrich Consultants & Investment Group reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2022 after selling out during the quarter.
Ulrich Consultants & Investment Group sold 46,608 iShares Genomics Immunology and Healthcare ETF shares in Q3 2022, an estimated $1.35M.
Ulrich Consultants & Investment Group first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2022 and held it in 1 quarter.
Ulrich Consultants & Investment Group's iShares Genomics Immunology and Healthcare ETF position peaked at $1.35M in Q2 2022.
67 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.