Wealthcare Advisory Partners’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Wealthcare Advisory Partners’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	$225K	Buy	+6,658	New	+$200K	﹤0.01%	999
2024 Q3	–	Sell	-9,486	Closed	-$219K	–	890
2024 Q2	$219K	Sell	9,486 -386	-4%	-$9.04K	0.01%	765
2024 Q1	$238K	Sell	9,872 -513	-5%	-$12K	0.01%	732
2023 Q4	$239K	Sell	10,385 -774	-7%	-$15.5K	0.01%	669
2023 Q3	$227K	Sell	11,159 -173,244	-94%	-$3.89M	0.01%	621
2023 Q2	$4.31M	Sell	184,403 -41,283	-18%	-$990K	0.19%	93
2023 Q1	$5.25M	Buy	225,686 +7,779	+4%	+$195K	0.23%	82
2022 Q4	$5.48M	Buy	217,907 +42,040	+24%	+$1.13M	0.26%	75
2022 Q3	$4.64M	Sell	175,867 -31,172	-15%	-$962K	0.26%	78
2022 Q2	$5.98M	Buy	207,039 +41,358	+25%	+$1.23M	0.36%	51
2022 Q1	$5.71M	Buy	165,681 +34,774	+27%	+$1.23M	0.35%	45
2021 Q4	$5.74M	Buy	130,907 +10,833	+9%	+$513K	0.34%	45
2021 Q3	$6.09M	Buy	120,074 +10,312	+9%	+$538K	0.4%	41
2021 Q2	$5.71M	Buy	109,762 +20,494	+23%	+$962K	0.38%	40
2021 Q1	$4.08M	Buy	89,268 +34,171	+62%	+$1.67M	0.3%	46
2020 Q4	$2.53M	Buy	55,097 +30,427	+123%	+$1.31M	0.22%	59
2020 Q3	$961K	Buy	+24,670	New	+$948K	0.11%	124

Other funds holding IDNA

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealthcare Advisory Partners's IDNA Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2026: 6,658 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in IDNA as recently as Q2 2024.

Wealthcare Advisory Partners first reported a position in IDNA in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.09M in Q3 2021. 6 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

Wealthcare Advisory Partners held 6,658 shares of iShares Genomics Immunology and Healthcare ETF worth $225K as of Q2 2026.
iShares Genomics Immunology and Healthcare ETF was a new Wealthcare Advisory Partners position in Q2 2026.
iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #999 holding.
Wealthcare Advisory Partners first reported a position in iShares Genomics Immunology and Healthcare ETF in Q3 2020 and has held it in 17 quarters since.
Wealthcare Advisory Partners's iShares Genomics Immunology and Healthcare ETF position peaked at $6.09M in Q3 2021.
6 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.