Burt Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-88	Closed	-$13K	–	210
2020 Q4	$13K	Sell	88 -383	-81%	-$54.7K	﹤0.01%	274
2020 Q3	$64K	Hold	471	–	–	0.02%	155
2020 Q2	$64K	Sell	471 -38	-7%	-$4.84K	0.03%	156
2020 Q1	$55K	Sell	509 -88	-15%	-$10.1K	0.02%	159
2019 Q4	$72K	Buy	597 +1	+0.2%	+$112	0.03%	148
2019 Q3	$59K	Buy	596 +509	+585%	+$53.3K	0.02%	160
2019 Q2	$10K	Hold	87	–	–	﹤0.01%	269
2019 Q1	$10K	Hold	87	–	–	﹤0.01%	273
2018 Q4	$8K	Hold	87	–	–	﹤0.01%	280
2018 Q3	$11K	Hold	87	–	–	0.01%	287
2018 Q2	$10K	Hold	87	–	–	﹤0.01%	282
2018 Q1	$9K	Hold	87	–	–	﹤0.01%	292
2017 Q4	$9K	Hold	87	–	–	0.01%	278
2017 Q3	$10K	Sell	87 -690	-89%	-$73.7K	0.01%	265
2017 Q2	$80K	Buy	777 +90	+13%	+$8.86K	0.06%	139
2017 Q1	$67K	Sell	687 -90	-12%	-$8.62K	0.05%	140
2016 Q4	$69K	Hold	777	–	–	0.06%	139
2016 Q3	$74K	Hold	777	–	–	0.08%	127
2016 Q2	$66K	Sell	777 -975	-56%	-$87.5K	0.07%	133
2016 Q1	$152K	Buy	1,752 +1,575	+890%	+$141K	0.14%	73
2015 Q4	$19K	Hold	177	–	–	0.02%	211
2015 Q3	$17K	Hold	177	–	–	0.02%	198
2015 Q2	$22K	Buy	+177	New	+$21.2K	0.02%	192

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Burt Wealth Advisors's IBB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 88 shares — an estimated $13K sold.

Burt Wealth Advisors first reported a position in IBB in Q2 2015 and held it in 23 quarters. The position peaked at $152K in Q1 2016. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 88 iShares Biotechnology ETF shares in Q1 2021, an estimated $13K.
Burt Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2015 and held it in 23 quarters.
Burt Wealth Advisors's iShares Biotechnology ETF position peaked at $152K in Q1 2016.
845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.