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Horan Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Horan Capital 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
2020
Q1 		– Sell
-345
Closed -$42K – 154
2019
Q4 		$42K Hold
345
– – 0.02% 155
2019
Q3 		$34K Buy
+345
New +$36.1K 0.02% 170
2019
Q2 		– Sell
-1,303
Closed -$146K – 149
2019
Q1 		$146K Buy
+1,303
New +$143K 0.09% 79

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horan Capital Advisors's IBB Position: Q1 2020 in Review

Horan Capital Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2020, closing a stake of 345 shares — an estimated $42K sold.

Horan Capital Advisors first reported a position in IBB in Q1 2019 and held it in 3 quarters. The position peaked at $146K in Q1 2019. 668 funds tracked by Wall St. Rank hold IBB as of Q1 2020.

  • Horan Capital Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 345 iShares Biotechnology ETF shares in Q1 2020, an estimated $42K.
  • Horan Capital Advisors first reported a position in iShares Biotechnology ETF in Q1 2019 and held it in 3 quarters.
  • Horan Capital Advisors's iShares Biotechnology ETF position peaked at $146K in Q1 2019.
  • 668 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.