Howard Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Howard 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
2022 Q2	–	Sell	-1,762	Closed	-$229K	–	88
2022 Q1	$229K	Sell	1,762 -75	-4%	-$9.77K	0.12%	120
2021 Q4	$280K	Buy	1,837 +2	+0.1%	+$310	0.15%	108
2021 Q3	$296K	Sell	1,835 -105	-5%	-$17.7K	0.17%	100
2021 Q2	$317K	Sell	1,940 -50	-3%	-$7.7K	0.17%	100
2021 Q1	$299K	Buy	1,990 +9	+0.5%	+$1.43K	0.17%	99
2020 Q4	$300K	Buy	1,981 +4	+0.2%	+$572	0.19%	100
2020 Q3	$267K	Buy	+1,977	New	+$268K	0.19%	101
2020 Q1	–	Sell	-402	Closed	-$48K	–	277
2019 Q4	$48K	Buy	+402	New	+$44.9K	0.04%	205

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Howard Wealth Management's IBB Position: Q2 2022 in Review

Howard Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 1,762 shares — an estimated $229K sold.

Howard Wealth Management first reported a position in IBB in Q4 2019 and held it in 8 quarters. The position peaked at $317K in Q2 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

Howard Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
Howard Wealth Management sold 1,762 iShares Biotechnology ETF shares in Q2 2022, an estimated $229K.
Howard Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 8 quarters.
Howard Wealth Management's iShares Biotechnology ETF position peaked at $317K in Q2 2021.
858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Howard Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.