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Upturn AI Summary
iShares Genomics Immunology and Healthcare ETF(IDNA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IDNA
10/28/2026: IDNA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
IDNA provides targeted exposure to global companies leading the way in genomics, immunology, and bioengineering. Its main strengths are its low-cost index-based approach and the institutional oversight provided by iShares, making it a competitive choice for thematic investors. It is best used as a high-growth satellite position within a diversified portfolio. Key risks include significant volatility, regulatory uncertainty, and the speculative nature of pre-revenue biotechnology firms. It is most suitable for long-term growth investors who can handle sector-specific swings and understand the binary risks associated with pharmaceutical development.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on disruptive technologies in healthcare, which are core holdings for long-term growth portfolios. |
| Momentum investor | Strong fit while signal remains positive | Biotech innovation cycles often create strong momentum trends, making this a fit for traders during positive industry sentiment. |
| Value investor | Weak fit | The portfolio contains many high-multiple, pre-revenue biotech firms that rarely meet standard value investing metrics. |
| Dividend/Income investor | Weak fit | Most companies in the genomics and immunology space prioritize R&D over dividend payments. |
| Low-risk investor | Weak fit | High exposure to speculative biotech development makes this fund unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking thematic exposure to healthcare innovation who have a high tolerance for risk and a multi-year investment horizon.
Suitability
Best for long-term investors aiming to add a thematic satellite position to a core portfolio, rather than for active traders or those needing steady income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The biotechnology sector is prone to sharp price swings based on clinical trial results and regulatory outcomes. |
| Market risk | Medium / high | Broader economic downturns can significantly impact the valuation of high-growth, innovative equity sectors. |
| Concentration | Medium | The fund is limited to the genomics and immunology niche, lacking the diversification of a total healthcare index. |
| Tracking/expense | Low | iShares products generally track their indices with high precision and low tracking error. |
| Liquidity | Medium | Smaller-cap biotech holdings can face liquidity constraints during periods of market stress. |
| Business/sector quality | Medium / high | The success of many underlying holdings is binary, depending on FDA approval and successful clinical outcomes. |
Risk Analysis
Volatility
IDNA exhibits significantly higher volatility than the S&P 500, reflective of its concentration in speculative, development-stage healthcare companies.
Market Risk
The fund is sensitive to interest rate fluctuations and regulatory policy, as the underlying firms often require external financing to continue research.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Biotechnology | 65 | This sector is the primary driver of the fund, capturing companies involved in genomic research and immunological therapies. |
| Industry | Pharmaceuticals | 25 | Large and mid-cap pharma exposure provides stability and commercialization scale for innovative health technologies. |
| Industry | Healthcare Technology/Life Sciences | 8 | These firms provide the tools, diagnostics, and data infrastructure essential for genomic and immunological breakthroughs. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minimal cash reserves are held for liquidity and rebalancing purposes. |
Price Behavior
Hockey-Stick Growth
The stock demonstrates a Hockey-Stick Growth price path pattern.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 58.15% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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