Heritage Wealth Management (Arizona)’s iShares Biotechnology ETF IBB Stock Holding History

Heritage Wealth Management (Arizona)’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	$418K	Buy	3,186 +1,482	+87%	+$192K	0.06%	246
2022 Q3	$199K	Sell	1,704 -233	-12%	-$28.9K	0.06%	224
2022 Q2	$228K	Sell	1,937 -1,492	-44%	-$177K	0.08%	212
2022 Q1	$447K	Buy	+3,429	New	+$447K	0.12%	133
2021 Q3	$4K	Buy	+22	New	+$3.7K	﹤0.01%	754

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

Heritage Wealth Management (Arizona)'s IBB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Biotechnology ETF (IBB) stake by 87% in Q4 2022, buying an estimated $192K and bringing the position to 3,186 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #246.

Heritage Wealth Management (Arizona) first reported a position in IBB in Q3 2021 and has held it in 5 quarters since. The position peaked at $447K in Q1 2022. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,186 shares of iShares Biotechnology ETF worth $418K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,482 iShares Biotechnology ETF shares in Q4 2022, an estimated $192K.
iShares Biotechnology ETF made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #246 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Biotechnology ETF in Q3 2021 and has held it in 5 quarters since.
Heritage Wealth Management (Arizona)'s iShares Biotechnology ETF position peaked at $447K in Q1 2022.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.