Mark Sheptoff Financial Planning’s iShares Biotechnology ETF IBB Stock Holding History

Mark Sheptoff Financial Planning’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
2019 Q4	–	Sell	-8	Closed	-$1K	–	370
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	346
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	337
2019 Q1	$1K	Buy	+8	New	+$877	﹤0.01%	340
2016 Q2	–	Sell	-525	Closed	-$46K	–	361
2016 Q1	$46K	Hold	525	–	–	0.04%	158
2015 Q4	$59K	Hold	525	–	–	0.05%	157
2015 Q3	$53K	Hold	525	–	–	0.05%	155
2015 Q2	$65K	Hold	525	–	–	0.05%	156
2015 Q1	$60K	Hold	525	–	–	0.05%	156
2014 Q4	$53K	Hold	525	–	–	0.05%	162
2014 Q3	$48K	Buy	+525	New	+$46.1K	0.04%	173

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's IBB Position: Q4 2019 in Review

Mark Sheptoff Financial Planning sold out of iShares Biotechnology ETF (IBB) in Q4 2019, closing a stake of 8 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in IBB in Q3 2014 and held it in 10 quarters. The position peaked at $65K in Q2 2015. 710 funds tracked by Wall St. Rank hold IBB as of Q4 2019.

Mark Sheptoff Financial Planning reported no remaining iShares Biotechnology ETF position as of Q4 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 8 iShares Biotechnology ETF shares in Q4 2019, an estimated $1K.
Mark Sheptoff Financial Planning first reported a position in iShares Biotechnology ETF in Q3 2014 and held it in 10 quarters.
Mark Sheptoff Financial Planning's iShares Biotechnology ETF position peaked at $65K in Q2 2015.
710 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2019, filed 10 Feb 2020.