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Independence Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Independence Advisors’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
2020
Q3 		$114K Hold
840
– – 0.02% 106
2020
Q2 		$115K Hold
840
– – 0.03% 103
2020
Q1 		$91K Hold
840
– – 0.03% 96
2019
Q4 		$101K Buy
+840
New +$93.7K 0.02% 107

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independence Advisors's IBB Position: Q3 2020 in Review

Independence Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2020 at 840 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #106.

Independence Advisors first reported a position in IBB in Q4 2019 and has held it in 4 quarters since. The position peaked at $115K in Q2 2020. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

  • Independence Advisors held 840 shares of iShares Biotechnology ETF worth $114K as of Q3 2020.
  • Independence Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2020.
  • iShares Biotechnology ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #106 holding.
  • Independence Advisors first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares Biotechnology ETF position peaked at $115K in Q2 2020.
  • 784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.