Charles D. Hyman’s iShares Biotechnology ETF IBB Stock Holding History

Charles D. Hyman’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 Q2	$318K	Hold	2,319	–	–	0.02%	195
2024 Q1	$318K	Hold	2,319	–	–	0.02%	204
2023 Q4	$315K	Hold	2,319	–	–	0.02%	201
2023 Q3	$284K	Hold	2,319	–	–	0.02%	196
2023 Q2	$294K	Hold	2,319	–	–	0.02%	198
2023 Q1	$300K	Sell	2,319 -156	-6%	-$20.4K	0.02%	202
2022 Q4	$325K	Hold	2,475	–	–	0.02%	190
2022 Q3	$289K	Buy	2,475 +290	+13%	+$36K	0.02%	188
2022 Q2	$257K	Hold	2,185	–	–	0.02%	207
2022 Q1	$285K	Hold	2,185	–	–	0.02%	206
2021 Q4	$333K	Hold	2,185	–	–	0.02%	199
2021 Q3	$353K	Hold	2,185	–	–	0.02%	185
2021 Q2	$358K	Hold	2,185	–	–	0.03%	184
2021 Q1	$329K	Hold	2,185	–	–	0.02%	185
2020 Q4	$331K	Hold	2,185	–	–	0.03%	183
2020 Q3	$296K	Hold	2,185	–	–	0.03%	179
2020 Q2	$299K	Buy	2,185 +156	+8%	+$19.9K	0.03%	174
2020 Q1	$219K	Sell	2,029 -204	-9%	-$23.5K	0.03%	169
2019 Q4	$269K	Buy	+2,233	New	+$249K	0.03%	179

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Charles D. Hyman's IBB Position: Q2 2024 in Review

Charles D. Hyman held its iShares Biotechnology ETF (IBB) position steady in Q2 2024 at 2,319 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #195.

Charles D. Hyman first reported a position in IBB in Q4 2019 and has held it in 19 quarters since. The position peaked at $358K in Q2 2021. 894 funds tracked by Wall St. Rank hold IBB as of Q2 2024.

Charles D. Hyman held 2,319 shares of iShares Biotechnology ETF worth $318K as of Q2 2024.
Charles D. Hyman left its iShares Biotechnology ETF share count unchanged in Q2 2024.
iShares Biotechnology ETF made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #195 holding.
Charles D. Hyman first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 19 quarters since.
Charles D. Hyman's iShares Biotechnology ETF position peaked at $358K in Q2 2021.
894 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.