FAM
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Family Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Family Asset 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
Q3 		$3.64K Hold
25
– – ﹤0.01% 190
2024
Q2 		$3.43K Hold
25
– – ﹤0.01% 192
2024
Q1 		$3.43K Hold
25
– – ﹤0.01% 170
2023
Q4 		$3.4K Sell
25
-11
-31% -$1.34K ﹤0.01% 171
2023
Q3 		$4.4K Hold
36
– – ﹤0.01% 162
2023
Q2 		$4.57K Hold
36
– – ﹤0.01% 172
2023
Q1 		$4.65K Sell
36
-230
-86% -$30.1K ﹤0.01% 160
2022
Q4 		$34.9K Buy
+266
New +$34.4K 0.03% 123

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Family Asset Management's IBB Position: Q3 2024 in Review

Family Asset Management held its iShares Biotechnology ETF (IBB) position steady in Q3 2024 at 25 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Family Asset Management first reported a position in IBB in Q4 2022 and has held it in 8 quarters since. The position peaked at $34.9K in Q4 2022. 893 funds tracked by Wall St. Rank hold IBB as of Q3 2024.

  • Family Asset Management held 25 shares of iShares Biotechnology ETF worth $3.64K as of Q3 2024.
  • Family Asset Management left its iShares Biotechnology ETF share count unchanged in Q3 2024.
  • iShares Biotechnology ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #190 holding.
  • Family Asset Management first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's iShares Biotechnology ETF position peaked at $34.9K in Q4 2022.
  • 893 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.