Horan Securities’s iShares Biotechnology ETF IBB Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-122	Closed	-$15.5K	–	342
2023 Q2	$15.5K	Hold	122	–	–	0.01%	340
2023 Q1	$15.8K	Hold	122	–	–	0.01%	331
2022 Q4	$16K	Hold	122	–	–	0.01%	316
2022 Q3	$14K	Hold	122	–	–	0.01%	314
2022 Q2	$15K	Sell	122 -158	-56%	-$18.8K	0.01%	280
2022 Q1	$37K	Buy	280 +2	+0.7%	+$261	0.02%	205
2021 Q4	$42K	Buy	+278	New	+$43K	0.03%	188
2021 Q2	$45K	Hold	278	–	–	0.03%	170
2021 Q1	$42K	Hold	278	–	–	0.04%	160
2020 Q4	$42K	Buy	278 +160	+136%	+$22.9K	0.03%	137
2020 Q3	$16K	Hold	118	–	–	0.02%	180
2020 Q2	$16K	Buy	+118	New	+$15K	0.02%	143

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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horan Securities's IBB Position: Q3 2023 in Review

Horan Securities sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 122 shares — an estimated $15.5K sold.

Horan Securities first reported a position in IBB in Q2 2020 and held it in 12 quarters. The position peaked at $45K in Q2 2021. 832 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

Horan Securities reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 122 iShares Biotechnology ETF shares in Q3 2023, an estimated $15.5K.
Horan Securities first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 12 quarters.
Horan Securities's iShares Biotechnology ETF position peaked at $45K in Q2 2021.
832 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.