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

Laidlaw 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
2024
Q1 		– Sell
-2,843
Closed -$386K – 202
2023
Q4 		$386K Sell
2,843
-58
-2% -$7.08K 0.14% 153
2023
Q3 		$355K Buy
2,901
+166
+6% +$21.1K 0.12% 185
2023
Q2 		$347K Sell
2,735
-386
-12% -$50.1K 0.07% 242
2023
Q1 		$403K Sell
3,121
-148
-5% -$19.4K 0.08% 226
2022
Q4 		$429K Sell
3,269
-44
-1% -$5.69K 0.09% 213
2022
Q3 		$387K Sell
3,313
-451
-12% -$56K 0.09% 205
2022
Q2 		$443K Sell
3,764
-163
-4% -$19.3K 0.09% 210
2022
Q1 		$512K Sell
3,927
-486
-11% -$63.3K 0.09% 215
2021
Q4 		$674K Buy
+4,413
New +$683K 0.11% 188
2021
Q1 		– Sell
-6,120
Closed -$927K – 278
2020
Q4 		$927K Buy
6,120
+340
+6% +$48.6K 0.2% 131
2020
Q3 		$783K Sell
5,780
-282
-5% -$38.3K 0.35% 80
2020
Q2 		$829K Buy
6,062
+438
+8% +$55.8K 0.43% 70
2020
Q1 		$606K Sell
5,624
-153
-3% -$17.6K 0.4% 75
2019
Q4 		$696K Buy
+5,777
New +$645K 0.44% 77

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Laidlaw Wealth Management's IBB Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 2,843 shares — an estimated $386K sold.

Laidlaw Wealth Management first reported a position in IBB in Q4 2019 and held it in 14 quarters. The position peaked at $927K in Q4 2020. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,843 iShares Biotechnology ETF shares in Q1 2024, an estimated $386K.
  • Laidlaw Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 14 quarters.
  • Laidlaw Wealth Management's iShares Biotechnology ETF position peaked at $927K in Q4 2020.
  • 899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.