Householder Group Estate & Retirement Specialist’s iShares Biotechnology ETF IBB Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-456	Closed	-$66K	–	828
2024 Q3	$66K	Sell	456 -36	-7%	-$5.21K	0.02%	437
2024 Q2	$67K	Hold	492	–	–	0.02%	430
2024 Q1	$67.6K	Hold	492	–	–	0.02%	425
2023 Q4	$66K	Buy	492 +1	+0.2%	+$122	0.02%	409
2023 Q3	$60.1K	Buy	+491	New	+$62.4K	0.02%	406
2023 Q1	$63K	Buy	+492	New	+$64.4K	0.02%	394
2022 Q4	–	Sell	-645	Closed	-$75K	–	663
2022 Q3	$75K	Buy	+645	New	+$80.1K	0.03%	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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Householder Group Estate & Retirement Specialist's IBB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 456 shares — an estimated $66K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBB in Q3 2022 and held it in 7 quarters. The position peaked at $75K in Q3 2022. 875 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 456 iShares Biotechnology ETF shares in Q4 2024, an estimated $66K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Biotechnology ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Biotechnology ETF position peaked at $75K in Q3 2022.
875 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.