EWM
IBB icon

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

Executive 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
2019
Q3 		– Sell
-154
Closed -$17K – 424
2019
Q2 		$17K Buy
154
+134
+670% +$14.3K ﹤0.01% 498
2019
Q1 		$2K Sell
20
-2
-9% -$219 ﹤0.01% 732
2018
Q4 		$2K Buy
+22
New +$2.33K ﹤0.01% 763

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's IBB Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2019, closing a stake of 154 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in IBB in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 597 funds tracked by Wall St. Rank hold IBB as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 154 iShares Biotechnology ETF shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Biotechnology ETF position peaked at $17K in Q2 2019.
  • 597 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.