Core Wealth Advisors (Florida)’s iShares Biotechnology ETF IBB Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q4	–	Sell	-33	Closed	-$4K	–	264
2022 Q3	$4K	Hold	33	–	–	﹤0.01%	182
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	182
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	171
2021 Q4	$5K	Buy	+33	New	+$5.11K	﹤0.01%	181

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IBB Position: Q4 2022 in Review

Core Wealth Advisors (Florida) sold out of iShares Biotechnology ETF (IBB) in Q4 2022, closing a stake of 33 shares — an estimated $4K sold.

Core Wealth Advisors (Florida) first reported a position in IBB in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Core Wealth Advisors (Florida) reported no remaining iShares Biotechnology ETF position as of Q4 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 33 iShares Biotechnology ETF shares in Q4 2022, an estimated $4K.
Core Wealth Advisors (Florida) first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s iShares Biotechnology ETF position peaked at $5K in Q4 2021.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2022, filed 14 Feb 2023.