C2C Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

C2C 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
2023 Q4	–	Sell	-4,197	Closed	-$504K	–	151
2023 Q3	$504K	Hold	4,197	–	–	0.07%	145
2023 Q2	$544K	Sell	4,197 -200	-5%	-$26K	0.07%	144
2023 Q1	$574K	Buy	4,397 +150	+4%	+$19.6K	0.09%	132
2022 Q4	$571K	Hold	4,247	–	–	0.1%	91
2022 Q3	$521K	Hold	4,247	–	–	0.1%	100
2022 Q2	$525K	Hold	4,247	–	–	0.1%	102
2022 Q1	$544K	Sell	4,247 -150	-3%	-$19.5K	0.09%	109
2021 Q4	$671K	Buy	+4,397	New	+$681K	0.1%	110

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

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

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

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

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

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

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

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

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

C2C Wealth Management's IBB Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 4,197 shares — an estimated $504K sold.

C2C Wealth Management first reported a position in IBB in Q4 2021 and held it in 8 quarters. The position peaked at $671K in Q4 2021. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

C2C Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 4,197 iShares Biotechnology ETF shares in Q4 2023, an estimated $504K.
C2C Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's iShares Biotechnology ETF position peaked at $671K in Q4 2021.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.