Aspen Wealth Strategies’s iShares Biotechnology ETF IBB Stock Holding History

Aspen Wealth Strategies’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
2024 Q4	–	Sell	-2,093	Closed	-$305K	–	84
2024 Q3	$305K	Sell	2,093 -14	-0.7%	-$2.03K	0.2%	65
2024 Q2	$308K	Buy	2,107 +99	+5%	+$13.2K	0.21%	58
2024 Q1	$276K	Sell	2,008 -83	-4%	-$11.3K	0.19%	65
2023 Q4	$284K	Sell	2,091 -15	-0.7%	-$1.83K	0.21%	64
2023 Q3	$258K	Buy	2,106 +22	+1%	+$2.8K	0.2%	60
2023 Q2	$265K	Hold	2,084	–	–	0.2%	65
2023 Q1	$269K	Buy	2,084 +81	+4%	+$10.6K	0.21%	67
2022 Q4	$263K	Buy	+2,003	New	+$259K	0.21%	62

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspen Wealth Strategies's IBB Position: Q4 2024 in Review

Aspen Wealth Strategies sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 2,093 shares — an estimated $305K sold.

Aspen Wealth Strategies first reported a position in IBB in Q4 2022 and held it in 8 quarters. The position peaked at $308K in Q2 2024. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

Aspen Wealth Strategies reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
Aspen Wealth Strategies sold 2,093 iShares Biotechnology ETF shares in Q4 2024, an estimated $305K.
Aspen Wealth Strategies first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 8 quarters.
Aspen Wealth Strategies's iShares Biotechnology ETF position peaked at $308K in Q2 2024.
874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Aspen Wealth Strategies's 13F filing for Q4 2024, filed 10 Feb 2025.