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Lauer Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Lauer Wealth’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
Q4 		– Sell
-1,481
Closed -$210K – 40
2024
Q3 		$210K Sell
1,481
-389
-21% -$56.3K 0.16% 36
2024
Q2 		$269K Sell
1,870
-11,143
-86% -$1.49M 0.21% 31
2024
Q1 		$1.72M Sell
13,013
-296
-2% -$40.4K 1.5% 13
2023
Q4 		$1.8M Buy
13,309
+1,172
+10% +$143K 1.67% 13
2023
Q3 		$1.48M Sell
12,137
-100
-0.8% -$12.7K 1.6% 14
2023
Q2 		$1.57M Buy
12,237
+786
+7% +$102K 1.62% 13
2023
Q1 		$1.53M Buy
+11,451
New +$1.5M 1.91% 13

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lauer Wealth's IBB Position: Q4 2024 in Review

Lauer Wealth sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 1,481 shares — an estimated $210K sold.

Lauer Wealth first reported a position in IBB in Q1 2023 and held it in 7 quarters. The position peaked at $1.8M in Q4 2023. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

  • Lauer Wealth reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
  • Lauer Wealth sold 1,481 iShares Biotechnology ETF shares in Q4 2024, an estimated $210K.
  • Lauer Wealth first reported a position in iShares Biotechnology ETF in Q1 2023 and held it in 7 quarters.
  • Lauer Wealth's iShares Biotechnology ETF position peaked at $1.8M in Q4 2023.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Lauer Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.