FIA
IBB icon

Foundations Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Foundations Investment Advisors’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
-7,156
Closed -$975K – 725
2023
Q4 		$975K Buy
7,156
+4,980
+229% +$608K 0.03% 313
2023
Q3 		$266K Buy
+2,176
New +$277K 0.01% 539

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

Foundations Investment Advisors's IBB Position: Q1 2024 in Review

Foundations Investment Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 7,156 shares — an estimated $975K sold.

Foundations Investment Advisors first reported a position in IBB in Q3 2023 and held it in 2 quarters. The position peaked at $975K in Q4 2023. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

  • Foundations Investment Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,156 iShares Biotechnology ETF shares in Q1 2024, an estimated $975K.
  • Foundations Investment Advisors first reported a position in iShares Biotechnology ETF in Q3 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's iShares Biotechnology ETF position peaked at $975K in Q4 2023.
  • 899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.