Accuvest Global Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Accuvest Global Advisors’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	-3,500	Closed	-$452K	–	134
2023 Q1	$452K	Sell	3,500 -3,500	-50%	-$458K	0.2%	78
2022 Q4	$919K	Buy	+7,000	New	+$905K	0.3%	64

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

Accuvest Global Advisors's IBB Position: Q2 2023 in Review

Accuvest Global Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 3,500 shares — an estimated $452K sold.

Accuvest Global Advisors first reported a position in IBB in Q4 2022 and held it in 2 quarters. The position peaked at $919K in Q4 2022. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

Accuvest Global Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
Accuvest Global Advisors sold 3,500 iShares Biotechnology ETF shares in Q2 2023, an estimated $452K.
Accuvest Global Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 2 quarters.
Accuvest Global Advisors's iShares Biotechnology ETF position peaked at $919K in Q4 2022.
843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Accuvest Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.