Gofen & Glossberg’s iShares Biotechnology ETF IBB Stock Holding History

Gofen & Glossberg’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
2022 Q4	$415K	Buy	+3,160	New	+$408K	0.01%	377
2014 Q2	–	Sell	-447	Closed	-$39K	–	467
2014 Q1	$39K	Buy	447 +270	+153%	+$22.5K	﹤0.01%	496
2013 Q4	$13K	Hold	177	–	–	﹤0.01%	523
2013 Q3	$12K	Hold	177	–	–	﹤0.01%	499
2013 Q2	$10K	Buy	+177	New	+$10.2K	﹤0.01%	475

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

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

Gofen & Glossberg's IBB Position: Q4 2022 in Review

Gofen & Glossberg opened a new position in iShares Biotechnology ETF (IBB) in Q4 2022: 3,160 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Gofen & Glossberg previously reported a position in IBB as recently as Q1 2014.

Gofen & Glossberg first reported a position in IBB in Q2 2013 and has held it in 5 quarters since. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Gofen & Glossberg held 3,160 shares of iShares Biotechnology ETF worth $415K as of Q4 2022.
iShares Biotechnology ETF was a new Gofen & Glossberg position in Q4 2022.
iShares Biotechnology ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #377 holding.
Gofen & Glossberg first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 5 quarters since.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.