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

Align 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
2022 Q4	$2.22K	Buy	+19	New	+$2.46K	﹤0.01%	190

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Align Wealth Management's IBB Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Biotechnology ETF (IBB) in Q4 2022: 19 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings.

902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Align Wealth Management held 19 shares of iShares Biotechnology ETF worth $2.22K as of Q4 2022.
iShares Biotechnology ETF was a new Align Wealth Management position in Q4 2022.
iShares Biotechnology ETF made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #190 holding.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.