Harvest Group Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-63	Closed	-$10K	–	337
2020 Q4	$10K	Sell	63 -120	-66%	-$17.1K	0.01%	226
2020 Q3	$25K	Hold	183	–	–	0.02%	152
2020 Q2	$25K	Sell	183 -36	-16%	-$4.59K	0.02%	138
2020 Q1	$23K	Hold	219	–	–	0.02%	128
2019 Q4	$26K	Hold	219	–	–	0.02%	132
2019 Q3	$22K	Buy	219 +156	+248%	+$16.3K	0.03%	150
2019 Q2	$6K	Hold	63	–	–	0.01%	315
2019 Q1	$7K	Buy	+63	New	+$6.91K	0.01%	316

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

Goldman Sachs New York $871B AUM 31.28% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Harvest Group Wealth Management's IBB Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 63 shares — an estimated $10K sold.

Harvest Group Wealth Management first reported a position in IBB in Q1 2019 and held it in 8 quarters. The position peaked at $26K in Q4 2019. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 63 iShares Biotechnology ETF shares in Q1 2021, an estimated $10K.
Harvest Group Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's iShares Biotechnology ETF position peaked at $26K in Q4 2019.
845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.