Intercontinental Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Intercontinental Wealth 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 Q1	–	Sell	-565	Closed	-$69K	–	224
2019 Q4	$69K	Sell	565 -15	-3%	-$1.67K	0.06%	167
2019 Q3	$58K	Hold	580	–	–	0.04%	205
2019 Q2	$63K	Hold	580	–	–	0.03%	194
2019 Q1	$65K	Hold	580	–	–	0.03%	210
2018 Q4	$56K	Buy	+580	New	+$61.6K	0.03%	212

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Intercontinental Wealth Advisors's IBB Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2020, closing a stake of 565 shares — an estimated $69K sold.

Intercontinental Wealth Advisors first reported a position in IBB in Q4 2018 and held it in 5 quarters. The position peaked at $69K in Q4 2019. 668 funds tracked by Wall St. Rank hold IBB as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 565 iShares Biotechnology ETF shares in Q1 2020, an estimated $69K.
Intercontinental Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's iShares Biotechnology ETF position peaked at $69K in Q4 2019.
668 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.