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Ahrens Investment Partners’s iShares Biotechnology ETF IBB Stock Holding History

Ahrens Investment Partners’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
Q1 		$7.75K Buy
+60
New +$7.85K ﹤0.01% 686
2022
Q3 		– Sell
-60
Closed -$7K – 504
2022
Q2 		$7K Sell
60
-211
-78% -$25K ﹤0.01% 712
2022
Q1 		$35K Hold
271
– – 0.01% 466
2021
Q4 		$41K Buy
+271
New +$42K 0.02% 444

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's IBB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Biotechnology ETF (IBB) in Q1 2023: 60 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IBB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IBB in Q4 2021 and has held it in 4 quarters since. The position peaked at $41K in Q4 2021. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

  • Ahrens Investment Partners held 60 shares of iShares Biotechnology ETF worth $7.75K as of Q1 2023.
  • iShares Biotechnology ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Biotechnology ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #686 holding.
  • Ahrens Investment Partners first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares Biotechnology ETF position peaked at $41K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.