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BOLTON SECURITIES CORPORATION’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$496K Hold
14,695
– – 0.02% 608
2026
Q1 		$427K Buy
+14,695
New +$427K 0.02% 584
2025
Q3 		$592K Buy
+25,075
New +$554K 0.03% 470
2025
Q1 		$74.9K Buy
+3,655
New +$81.6K ﹤0.01% 943

Other funds holding IDNA

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Portland Global Advisors
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IDNA Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q2 2026 at 14,695 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #608.

BOLTON SECURITIES CORPORATION first reported a position in IDNA in Q1 2025 and has held it in 4 quarters since. The position peaked at $592K in Q3 2025. 66 funds tracked by Wall St. Rank hold IDNA as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 14,695 shares of iShares Genomics Immunology and Healthcare ETF worth $496K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q2 2026.
  • iShares Genomics Immunology and Healthcare ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #608 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Genomics Immunology and Healthcare ETF position peaked at $592K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.