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CIC Wealth’s iShares Biotechnology ETF IBB Stock Holding History

CIC Wealth’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 		$211K Buy
+1,448
New +$210K 0.05% 165
2024
Q1 		– Sell
-1,498
Closed -$204K – 164
2023
Q4 		$204K Buy
+1,498
New +$183K 0.06% 152
2023
Q3 		– Sell
-1,578
Closed -$200K – 154
2023
Q2 		$200K Sell
1,578
-250
-14% -$32.5K 0.07% 156
2023
Q1 		$236K Hold
1,828
– – 0.09% 140
2022
Q4 		$240K Buy
+1,828
New +$236K 0.1% 135

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return