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ICA Group Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

ICA Group 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
2023
Q3 		– Sell
-63
Closed -$8K – 668
2023
Q2 		$8K Hold
63
– – ﹤0.01% 875
2023
Q1 		$8.14K Sell
63
-35
-36% -$4.58K ﹤0.01% 848
2022
Q4 		$13K Buy
+98
New +$12.7K ﹤0.01% 773

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICA Group Wealth Management's IBB Position: Q3 2023 in Review

ICA Group Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 63 shares — an estimated $8K sold.

ICA Group Wealth Management first reported a position in IBB in Q4 2022 and held it in 3 quarters. The position peaked at $13K in Q4 2022. 832 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

  • ICA Group Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 63 iShares Biotechnology ETF shares in Q3 2023, an estimated $8K.
  • ICA Group Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's iShares Biotechnology ETF position peaked at $13K in Q4 2022.
  • 832 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.