Westside Investment Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Westside Investment 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
2025 Q2	–	Sell	-150	Closed	-$3.07K	–	1296
2025 Q1	$3.07K	Hold	150	–	–	﹤0.01%	849
2024 Q4	$3.4K	Sell	150 -100	-40%	-$2.4K	﹤0.01%	837
2024 Q3	$6.12K	Sell	250 -100	-29%	-$2.44K	﹤0.01%	748
2024 Q2	$8.09K	Hold	350	–	–	﹤0.01%	691
2024 Q1	$8.4K	Hold	350	–	–	﹤0.01%	656
2023 Q4	$8.05K	Hold	350	–	–	﹤0.01%	636
2023 Q3	$7.12K	Hold	350	–	–	﹤0.01%	643
2023 Q2	$8.16K	Hold	350	–	–	﹤0.01%	628
2023 Q1	$8.14K	Hold	350	–	–	﹤0.01%	624
2022 Q4	$2.51K	Sell	350 -700	-67%	-$18.8K	0.01%	225
2022 Q3	$21.2K	Buy	1,050 +700	+200%	+$21.6K	0.05%	175
2022 Q2	$3.52K	Hold	350	–	–	0.01%	223
2022 Q1	$3.52K	Hold	350	–	–	0.01%	222
2021 Q4	$4.39K	Hold	350	–	–	0.01%	210
2021 Q3	$4.98K	Hold	350	–	–	0.01%	208
2021 Q2	$5.22K	Hold	350	–	–	0.01%	203
2021 Q1	$4.58K	Hold	350	–	–	0.01%	194
2020 Q4	$4.61K	Buy	350 +50	+17%	+$2.16K	0.01%	158
2020 Q3	$3.9K	Hold	300	–	–	﹤0.01%	166
2020 Q2	$3.8K	Buy	+300	New	+$10.1K	﹤0.01%	149

Other funds holding IDNA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

Westside Investment Management's IDNA Position: Q2 2025 in Review

Westside Investment Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2025, closing a stake of 150 shares — an estimated $3.07K sold.

Westside Investment Management first reported a position in IDNA in Q2 2020 and held it in 20 quarters. The position peaked at $21.2K in Q3 2022. 47 funds tracked by Wall St. Rank hold IDNA as of Q2 2025.

Westside Investment Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 150 iShares Genomics Immunology and Healthcare ETF shares in Q2 2025, an estimated $3.07K.
Westside Investment Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and held it in 20 quarters.
Westside Investment Management's iShares Genomics Immunology and Healthcare ETF position peaked at $21.2K in Q3 2022.
47 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.