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D.B. Root & Company’s iShares Biotechnology ETF IBB Stock Holding History

D.B. Root & Company’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
-2,289
Closed -$333K – 192
2024
Q3 		$333K Buy
+2,289
New +$331K 0.11% 129
2018
Q2 		– Sell
-4,185
Closed -$447K – 208
2018
Q1 		$447K Buy
4,185
+1,302
+45% +$144K 0.24% 127
2017
Q4 		$308K Buy
+2,883
New +$308K 0.26% 83

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.B. Root & Company's IBB Position: Q4 2024 in Review

D.B. Root & Company sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 2,289 shares — an estimated $333K sold.

D.B. Root & Company first reported a position in IBB in Q4 2017 and held it in 3 quarters. The position peaked at $447K in Q1 2018. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

  • D.B. Root & Company reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
  • D.B. Root & Company sold 2,289 iShares Biotechnology ETF shares in Q4 2024, an estimated $333K.
  • D.B. Root & Company first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 3 quarters.
  • D.B. Root & Company's iShares Biotechnology ETF position peaked at $447K in Q1 2018.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on D.B. Root & Company's 13F filing for Q4 2024, filed 17 Jan 2025.