Gries Financial’s iShares Biotechnology ETF IBB Stock Holding History

Gries Financial’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	–	Sell	-1,485	Closed	-$204K	–	276
2024 Q2	$204K	Hold	1,485	–	–	0.04%	235
2024 Q1	$204K	Buy	+1,485	New	+$203K	0.03%	267

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

Gries Financial's IBB Position: Q3 2024 in Review

Gries Financial sold out of iShares Biotechnology ETF (IBB) in Q3 2024, closing a stake of 1,485 shares — an estimated $204K sold.

Gries Financial first reported a position in IBB in Q1 2024 and held it in 2 quarters. The position peaked at $204K in Q2 2024. 893 funds tracked by Wall St. Rank hold IBB as of Q3 2024.

Gries Financial reported no remaining iShares Biotechnology ETF position as of Q3 2024 after selling out during the quarter.
Gries Financial sold 1,485 iShares Biotechnology ETF shares in Q3 2024, an estimated $204K.
Gries Financial first reported a position in iShares Biotechnology ETF in Q1 2024 and held it in 2 quarters.
Gries Financial's iShares Biotechnology ETF position peaked at $204K in Q2 2024.
893 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2024.

Based on Gries Financial's 13F filing for Q3 2024, filed 18 Oct 2024.