Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Biotechnology ETF IBB Stock Holding History

Legacy Financial Group (Iowa)’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
-86
Closed -$10.5K – 236
2023
Q3 		$10.5K Buy
+86
New +$10.9K ﹤0.01% 330

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Citigroup
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IBB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 86 shares — an estimated $10.5K sold.

Legacy Financial Group (Iowa) first reported a position in IBB in Q3 2023 and held it in 1 quarter. The position peaked at $10.5K in Q3 2023. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 86 iShares Biotechnology ETF shares in Q4 2023, an estimated $10.5K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Biotechnology ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Biotechnology ETF position peaked at $10.5K in Q3 2023.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.