IWP
IBB icon

Icon Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Icon Wealth Partners’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 		$341K Buy
2,896
+501
+21% +$59.5K 0.04% 227
2022
Q1 		$312K Buy
+2,395
New +$312K 0.03% 266

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Icon Wealth Partners's IBB Position: Q2 2022 in Review

Icon Wealth Partners increased its iShares Biotechnology ETF (IBB) stake by 21% in Q2 2022, buying an estimated $59.5K and bringing the position to 2,896 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #227.

Icon Wealth Partners first reported a position in IBB in Q1 2022 and has held it in 2 quarters since. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • Icon Wealth Partners held 2,896 shares of iShares Biotechnology ETF worth $341K as of Q2 2022.
  • Icon Wealth Partners bought 501 iShares Biotechnology ETF shares in Q2 2022, an estimated $59.5K.
  • iShares Biotechnology ETF made up 0.04% of Icon Wealth Partners's portfolio in Q2 2022, its #227 holding.
  • Icon Wealth Partners first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 2 quarters since.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.