Aspire Private Capital’s iShares Biotechnology ETF IBB Stock Holding History

Aspire Private Capital’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 Q1	–	Sell	-25	Closed	-$4K	–	632
2021 Q4	$4K	Buy	+25	New	+$3.87K	﹤0.01%	452
2019 Q3	–	Sell	-120	Closed	-$13K	–	500
2019 Q2	$13K	Sell	120 -330	-73%	-$35.1K	0.01%	247
2019 Q1	$50K	Buy	450 +32	+8%	+$3.51K	0.03%	231
2018 Q4	$40K	Buy	+418	New	+$44.4K	0.02%	230

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

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

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

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

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

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

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

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

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

Aspire Private Capital's IBB Position: Q1 2022 in Review

Aspire Private Capital sold out of iShares Biotechnology ETF (IBB) in Q1 2022, closing a stake of 25 shares — an estimated $4K sold.

Aspire Private Capital first reported a position in IBB in Q4 2018 and held it in 4 quarters. The position peaked at $50K in Q1 2019. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Aspire Private Capital reported no remaining iShares Biotechnology ETF position as of Q1 2022 after selling out during the quarter.
Aspire Private Capital sold 25 iShares Biotechnology ETF shares in Q1 2022, an estimated $4K.
Aspire Private Capital first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 4 quarters.
Aspire Private Capital's iShares Biotechnology ETF position peaked at $50K in Q1 2019.
897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Aspire Private Capital's 13F filing for Q1 2022, filed 10 May 2022.