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Ishares Tr genomics immun shares owned by CFG Wealth Management Services

Quarter-by-quarter ownership of Ishares Tr genomics immun (IDNA) shares owned by CFG Wealth Management Services from 13F filings

Historical chart of CFG Wealth Management Services investment in Ishares Tr genomics immun

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr genomics immun held by CFG Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr genomics immun by CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8k 200 29.05
2025-12-31 $5.2k 200 26.19

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding Ishares Tr genomics immun

UBS Group
Bank of America Corporation
Wharton Business Group
Raymond James Financial
Ameriprise Financial
Portland Global Advisors
Morgan Stanley
LPL Financial
Royal Bank of Canada
Bsc Private Wealth Management
Lido Advisors
Commonwealth Equity Services
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Steward Partners Investment Advisory

View all funds holding Ishares Tr genomics immun