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Journey Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Journey Advisory Group’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
Q4 		– Sell
-1,680
Closed -$205K – 218
2023
Q3 		$205K Sell
1,680
-60
-3% -$7.63K 0.03% 210
2023
Q2 		$221K Sell
1,740
-2,394
-58% -$311K 0.03% 216
2023
Q1 		$534K Sell
4,134
-2,226
-35% -$291K 0.08% 146
2022
Q4 		$835K Sell
6,360
-2,213
-26% -$286K 0.21% 100
2022
Q3 		$1M Sell
8,573
-3,150
-27% -$391K 0.26% 85
2022
Q2 		$1.43M Sell
11,723
-1,765
-13% -$210K 0.33% 71
2022
Q1 		$1.76M Sell
13,488
-279
-2% -$36.3K 0.44% 57
2021
Q4 		$2.1M Sell
13,767
-411
-3% -$63.6K 0.58% 47
2021
Q3 		$2.29M Sell
14,178
-942
-6% -$159K 0.74% 32
2021
Q2 		$2.47M Sell
15,120
-219
-1% -$33.7K 0.79% 32
2021
Q1 		$2.31M Buy
15,339
+444
+3% +$70.5K 0.81% 32
2020
Q4 		$2.26M Buy
+14,895
New +$2.13M 0.84% 32

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Journey Advisory Group's IBB Position: Q4 2023 in Review

Journey Advisory Group sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 1,680 shares — an estimated $205K sold.

Journey Advisory Group first reported a position in IBB in Q4 2020 and held it in 12 quarters. The position peaked at $2.47M in Q2 2021. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

  • Journey Advisory Group reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
  • Journey Advisory Group sold 1,680 iShares Biotechnology ETF shares in Q4 2023, an estimated $205K.
  • Journey Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 12 quarters.
  • Journey Advisory Group's iShares Biotechnology ETF position peaked at $2.47M in Q2 2021.
  • 872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Journey Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.