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

Janiczek 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 Q2	–	Sell	-40	Closed	-$5.3K	–	1001
2023 Q1	$5.3K	Hold	40	–	–	﹤0.01%	657
2022 Q4	$5.41K	Hold	40	–	–	﹤0.01%	640
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	657
2022 Q2	$5K	Hold	40	–	–	﹤0.01%	665
2022 Q1	$5K	Hold	40	–	–	﹤0.01%	662
2021 Q4	$6K	Hold	40	–	–	﹤0.01%	671
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	659
2021 Q2	$7K	Hold	40	–	–	﹤0.01%	609
2021 Q1	$6K	Hold	40	–	–	﹤0.01%	610
2020 Q4	$6K	Hold	40	–	–	﹤0.01%	556
2020 Q3	$5K	Hold	40	–	–	﹤0.01%	337
2020 Q2	$5K	Buy	+40	New	+$5.1K	﹤0.01%	183

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Janiczek Wealth Management's IBB Position: Q2 2023 in Review

Janiczek Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 40 shares — an estimated $5.3K sold.

Janiczek Wealth Management first reported a position in IBB in Q2 2020 and held it in 12 quarters. The position peaked at $7K in Q2 2021. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

Janiczek Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
Janiczek Wealth Management sold 40 iShares Biotechnology ETF shares in Q2 2023, an estimated $5.3K.
Janiczek Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 12 quarters.
Janiczek Wealth Management's iShares Biotechnology ETF position peaked at $7K in Q2 2021.
843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Janiczek Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.