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Dogwood Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Dogwood Wealth Management’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
Q1 		– Sell
-14
Closed -$1.91K – 622
2023
Q4 		$1.91K Buy
+14
New +$1.71K ﹤0.01% 195

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dogwood Wealth Management's IBB Position: Q1 2024 in Review

Dogwood Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 14 shares — an estimated $1.91K sold.

Dogwood Wealth Management first reported a position in IBB in Q4 2023 and held it in 1 quarter. The position peaked at $1.91K in Q4 2023. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

  • Dogwood Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 14 iShares Biotechnology ETF shares in Q1 2024, an estimated $1.91K.
  • Dogwood Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2023 and held it in 1 quarter.
  • Dogwood Wealth Management's iShares Biotechnology ETF position peaked at $1.91K in Q4 2023.
  • 899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Dogwood Wealth Management's 13F filing for Q1 2024, filed 28 Feb 2025.