Econ Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Econ Financial Services’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	–	Sell	-3,248	Closed	-$446K	–	84
2024 Q2	$446K	Buy	3,248 +348	+12%	+$46.5K	0.28%	89
2024 Q1	$398K	Buy	+2,900	New	+$396K	0.25%	79

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Econ Financial Services's IBB Position: Q3 2024 in Review

Econ Financial Services sold out of iShares Biotechnology ETF (IBB) in Q3 2024, closing a stake of 3,248 shares — an estimated $446K sold.

Econ Financial Services first reported a position in IBB in Q1 2024 and held it in 2 quarters. The position peaked at $446K in Q2 2024. 893 funds tracked by Wall St. Rank hold IBB as of Q3 2024.

Econ Financial Services reported no remaining iShares Biotechnology ETF position as of Q3 2024 after selling out during the quarter.
Econ Financial Services sold 3,248 iShares Biotechnology ETF shares in Q3 2024, an estimated $446K.
Econ Financial Services first reported a position in iShares Biotechnology ETF in Q1 2024 and held it in 2 quarters.
Econ Financial Services's iShares Biotechnology ETF position peaked at $446K in Q2 2024.
893 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.