Accel Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Accel Wealth Management’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-367	Closed	-$47.3K	–	485
2023 Q1	$47.3K	Buy	367 +1	+0.3%	+$131	0.02%	501
2022 Q4	$48.1K	Hold	366	–	–	0.02%	368
2022 Q3	$45K	Hold	366	–	–	0.02%	389
2022 Q2	$45K	Hold	366	–	–	0.03%	372
2022 Q1	$49K	Hold	366	–	–	0.03%	382
2021 Q4	$56K	Hold	366	–	–	0.03%	363
2021 Q3	$59K	Buy	366 +1	+0.3%	+$168	0.04%	297
2021 Q2	$60K	Hold	365	–	–	0.04%	312
2021 Q1	$55K	Hold	365	–	–	0.04%	297
2020 Q4	$55K	Buy	+365	New	+$52.2K	0.05%	275

Other funds holding IBB

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Accel Wealth Management's IBB Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 367 shares — an estimated $47.3K sold.

Accel Wealth Management first reported a position in IBB in Q4 2020 and held it in 10 quarters. The position peaked at $60K in Q2 2021. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

Accel Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 367 iShares Biotechnology ETF shares in Q2 2023, an estimated $47.3K.
Accel Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Biotechnology ETF position peaked at $60K in Q2 2021.
843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.