LVW Advisors’s iShares Biotechnology ETF IBB Stock Holding History

LVW Advisors’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
2020 Q3	–	Sell	-1,598	Closed	-$218K	–	216
2020 Q2	$218K	Buy	+1,598	New	+$204K	0.05%	182
2020 Q1	–	Sell	-1,848	Closed	-$223K	–	181
2019 Q4	$223K	Buy	+1,848	New	+$206K	0.05%	168
2019 Q3	–	Sell	-2,035	Closed	-$222K	–	175
2019 Q2	$222K	Buy	2,035 +216	+12%	+$23K	0.06%	147
2019 Q1	$203K	Sell	1,819 -291	-14%	-$31.9K	0.05%	169
2018 Q4	$203K	Buy	2,110 +325	+18%	+$34.5K	0.07%	152
2018 Q3	$218K	Buy	+1,785	New	+$210K	0.06%	150

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVW Advisors's IBB Position: Q3 2020 in Review

LVW Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2020, closing a stake of 1,598 shares — an estimated $218K sold.

LVW Advisors first reported a position in IBB in Q3 2018 and held it in 6 quarters. The position peaked at $223K in Q4 2019. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

LVW Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2020 after selling out during the quarter.
LVW Advisors sold 1,598 iShares Biotechnology ETF shares in Q3 2020, an estimated $218K.
LVW Advisors first reported a position in iShares Biotechnology ETF in Q3 2018 and held it in 6 quarters.
LVW Advisors's iShares Biotechnology ETF position peaked at $223K in Q4 2019.
784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on LVW Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.