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

LJI 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
Q4 		– Sell
-2,702
Closed -$393K – 191
2024
Q3 		$393K Sell
2,702
-65
-2% -$9.4K 0.08% 127
2024
Q2 		$380K Hold
2,767
– – 0.08% 124
2024
Q1 		$380K Sell
2,767
-150
-5% -$20.5K 0.1% 100
2023
Q4 		$396K Sell
2,917
-505
-15% -$61.6K 0.1% 106
2023
Q3 		$418K Sell
3,422
-315
-8% -$40.1K 0.12% 91
2023
Q2 		$474K Sell
3,737
-149
-4% -$19.4K 0.14% 82
2023
Q1 		$502K Sell
3,886
-50
-1% -$6.54K 0.16% 69
2022
Q4 		$517K Buy
+3,936
New +$509K 0.18% 60

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

LJI Wealth Management's IBB Position: Q4 2024 in Review

LJI Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 2,702 shares — an estimated $393K sold.

LJI Wealth Management first reported a position in IBB in Q4 2022 and held it in 8 quarters. The position peaked at $517K in Q4 2022. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

  • LJI Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
  • LJI Wealth Management sold 2,702 iShares Biotechnology ETF shares in Q4 2024, an estimated $393K.
  • LJI Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 8 quarters.
  • LJI Wealth Management's iShares Biotechnology ETF position peaked at $517K in Q4 2022.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.