Claris Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Claris 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
2024 Q4	–	Sell	-152	Closed	-$22.1K	–	558
2024 Q3	$22.1K	Buy	+152	New	+$22K	0.01%	176

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Claris Advisors's IBB Position: Q4 2024 in Review

Claris Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 152 shares — an estimated $22.1K sold.

Claris Advisors first reported a position in IBB in Q3 2024 and held it in 1 quarter. The position peaked at $22.1K in Q3 2024. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

Claris Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 152 iShares Biotechnology ETF shares in Q4 2024, an estimated $22.1K.
Claris Advisors first reported a position in iShares Biotechnology ETF in Q3 2024 and held it in 1 quarter.
Claris Advisors's iShares Biotechnology ETF position peaked at $22.1K in Q3 2024.
874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.