First Personal Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

First Personal 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	$90.9K	Hold	624	–	–	0.02%	169
2024 Q2	$85.7K	Hold	624	–	–	0.02%	167
2024 Q1	$85.6K	Hold	624	–	–	0.02%	163
2023 Q4	$84.8K	Hold	624	–	–	0.02%	169
2023 Q3	$76.3K	Hold	624	–	–	0.02%	173
2023 Q2	$79.2K	Hold	624	–	–	0.02%	173
2023 Q1	$80.6K	Hold	624	–	–	0.02%	168
2022 Q4	$81.9K	Sell	624 -45	-7%	-$5.82K	0.02%	170
2022 Q3	$78K	Buy	669 +21	+3%	+$2.61K	0.02%	162
2022 Q2	$76K	Hold	648	–	–	0.02%	152
2022 Q1	$84K	Sell	648 -71	-10%	-$9.25K	0.02%	158
2021 Q4	$110K	Hold	719	–	–	0.02%	145
2021 Q3	$116K	Hold	719	–	–	0.03%	143
2021 Q2	$118K	Hold	719	–	–	0.03%	141
2021 Q1	$108K	Hold	719	–	–	0.03%	142
2020 Q4	$109K	Hold	719	–	–	0.03%	140
2020 Q3	$97K	Hold	719	–	–	0.03%	143
2020 Q2	$98K	Hold	719	–	–	0.03%	143
2020 Q1	$77K	Sell	719 -25	-3%	-$2.88K	0.03%	155
2019 Q4	$90K	Sell	744 -645	-46%	-$72K	0.03%	159
2019 Q3	$138K	Hold	1,389	–	–	0.04%	154
2019 Q2	$152K	Hold	1,389	–	–	0.04%	181
2019 Q1	$155K	Sell	1,389 -195	-12%	-$21.4K	0.05%	172
2018 Q4	$153K	Hold	1,584	–	–	0.05%	168
2018 Q3	$193K	Hold	1,584	–	–	0.06%	165
2018 Q2	$174K	Hold	1,584	–	–	0.06%	170
2018 Q1	$169K	Hold	1,584	–	–	0.04%	235
2017 Q4	$169K	Sell	1,584 -885	-36%	-$94.6K	0.03%	259
2017 Q3	$275K	Buy	2,469 +285	+13%	+$30.5K	0.06%	190
2017 Q2	$226K	Buy	2,184 +357	+20%	+$35.2K	0.05%	207
2017 Q1	$179K	Sell	1,827 -180	-9%	-$17.2K	0.04%	210
2016 Q4	$178K	Sell	2,007 -165	-8%	-$15K	0.05%	202
2016 Q3	$210K	Buy	2,172 +63	+3%	+$5.99K	0.06%	155
2016 Q2	$181K	Sell	2,109 -1,512	-42%	-$136K	0.06%	155
2016 Q1	$315K	Sell	3,621 -528	-13%	-$47.2K	0.16%	105
2015 Q4	$468K	Sell	4,149 -444	-10%	-$48.2K	0.26%	87
2015 Q3	$465K	Buy	4,593 +150	+3%	+$18K	0.28%	83
2015 Q2	$547K	Sell	4,443 -720	-14%	-$86.2K	0.33%	80
2015 Q1	$592K	Sell	5,163 -1,371	-21%	-$151K	0.36%	79
2014 Q4	$660K	Buy	+6,534	New	+$635K	0.39%	73

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

First Personal Financial Services's IBB Position: Q3 2024 in Review

First Personal Financial Services held its iShares Biotechnology ETF (IBB) position steady in Q3 2024 at 624 shares worth $90.9K. The position accounts for 0.02% of the portfolio, ranked #169.

First Personal Financial Services first reported a position in IBB in Q4 2014 and has held it in 40 quarters since. The position peaked at $660K in Q4 2014. 893 funds tracked by Wall St. Rank hold IBB as of Q3 2024.

First Personal Financial Services held 624 shares of iShares Biotechnology ETF worth $90.9K as of Q3 2024.
First Personal Financial Services left its iShares Biotechnology ETF share count unchanged in Q3 2024.
iShares Biotechnology ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #169 holding.
First Personal Financial Services first reported a position in iShares Biotechnology ETF in Q4 2014 and has held it in 40 quarters since.
First Personal Financial Services's iShares Biotechnology ETF position peaked at $660K in Q4 2014.
893 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.