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

Aspire 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
2024 Q3	$590	Hold	4	–	–	﹤0.01%	186
2024 Q2	$555	Hold	4	–	–	﹤0.01%	170
2024 Q1	$555	Hold	4	–	–	﹤0.01%	179
2023 Q4	$549	Hold	4	–	–	﹤0.01%	175
2023 Q3	$493	Hold	4	–	–	﹤0.01%	174
2023 Q2	$512	Hold	4	–	–	﹤0.01%	181
2023 Q1	$521	Hold	4	–	–	﹤0.01%	180
2022 Q4	$529	Hold	4	–	–	﹤0.01%	184
2022 Q3	$0	Hold	4	–	–	﹤0.01%	178
2022 Q2	$0	Hold	4	–	–	﹤0.01%	178
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	168
2021 Q4	$1K	Buy	+4	New	+$619	﹤0.01%	168

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

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

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

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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Aspire Wealth Management's IBB Position: Q3 2024 in Review

Aspire Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q3 2024 at 4 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Aspire Wealth Management first reported a position in IBB in Q4 2021 and has held it in 12 quarters since. The position peaked at $1K in Q1 2022. 893 funds tracked by Wall St. Rank hold IBB as of Q3 2024.

Aspire Wealth Management held 4 shares of iShares Biotechnology ETF worth $590 as of Q3 2024.
Aspire Wealth Management left its iShares Biotechnology ETF share count unchanged in Q3 2024.
iShares Biotechnology ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #186 holding.
Aspire Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Biotechnology ETF position peaked at $1K in Q1 2022.
893 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.