Valeo Financial Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Valeo Financial Advisors’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 Q2	–	Sell	-110	Closed	-$5K	–	1106
2021 Q1	$5K	Buy	+110	New	+$5.37K	﹤0.01%	1560

Other funds holding IDNA

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RCS

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WBG

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

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

WAP

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

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

SHJ

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Valeo Financial Advisors's IDNA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2021, closing a stake of 110 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in IDNA in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 84 funds tracked by Wall St. Rank hold IDNA as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 110 iShares Genomics Immunology and Healthcare ETF shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $5K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.