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Capital Wealth Planning’s iShares Biotechnology ETF IBB Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-7,827
Closed -$1.18M – 135
2021
Q1 		$1.18M Buy
+7,827
New +$1.24M 0.04% 48

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Wealth Planning's IBB Position: Q2 2021 in Review

Capital Wealth Planning sold out of iShares Biotechnology ETF (IBB) in Q2 2021, closing a stake of 7,827 shares — an estimated $1.18M sold.

Capital Wealth Planning first reported a position in IBB in Q1 2021 and held it in 1 quarter. The position peaked at $1.18M in Q1 2021. 863 funds tracked by Wall St. Rank hold IBB as of Q2 2021.

  • Capital Wealth Planning reported no remaining iShares Biotechnology ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 7,827 iShares Biotechnology ETF shares in Q2 2021, an estimated $1.18M.
  • Capital Wealth Planning first reported a position in iShares Biotechnology ETF in Q1 2021 and held it in 1 quarter.
  • Capital Wealth Planning's iShares Biotechnology ETF position peaked at $1.18M in Q1 2021.
  • 863 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2021.

Based on Capital Wealth Planning's 13F filing for Q2 2021, filed 3 Aug 2021.