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LPWM LLC’s iShares Biotechnology ETF IBB Stock Holding History

LPWM LLC’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
2022
Q2 		– Sell
-5,299
Closed -$710K – 65
2022
Q1 		$710K Sell
5,299
-150
-3% -$19.5K 0.35% 34
2021
Q4 		$832K Sell
5,449
-100
-2% -$15.5K 0.44% 29
2021
Q3 		$882K Hold
5,549
– – 0.52% 24
2021
Q2 		$905K Sell
5,549
-299
-5% -$46.1K 0.54% 23
2021
Q1 		$886K Hold
5,848
– – 0.6% 23
2020
Q4 		$886K Sell
5,848
-702
-11% -$100K 0.66% 22
2020
Q3 		$895K Sell
6,550
-117
-2% -$15.9K 0.73% 24
2020
Q2 		$911K Buy
6,667
+196
+3% +$25K 0.83% 22
2020
Q1 		$697K Buy
6,471
+320
+5% +$36.8K 0.76% 20
2019
Q4 		$741K Buy
+6,151
New +$686K 0.69% 18

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LPWM LLC's IBB Position: Q2 2022 in Review

LPWM LLC sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 5,299 shares — an estimated $710K sold.

LPWM LLC first reported a position in IBB in Q4 2019 and held it in 10 quarters. The position peaked at $911K in Q2 2020. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • LPWM LLC reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
  • LPWM LLC sold 5,299 iShares Biotechnology ETF shares in Q2 2022, an estimated $710K.
  • LPWM LLC first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 10 quarters.
  • LPWM LLC's iShares Biotechnology ETF position peaked at $911K in Q2 2020.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on LPWM LLC's 13F filing for Q2 2022, filed 15 Aug 2022.