Norris Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Norris Financial Group’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 Q2	–	Sell	-1,485	Closed	-$204K	–	81
2024 Q1	$204K	Sell	1,485 -575	-28%	-$78.5K	0.11%	71
2023 Q4	$280K	Sell	2,060 -302	-13%	-$36.8K	0.17%	56
2023 Q3	$289K	Sell	2,362 -2	-0.1%	-$254	0.2%	53
2023 Q2	$300K	Buy	2,364 +412	+21%	+$53.5K	0.21%	53
2023 Q1	$252K	Buy	1,952 +277	+17%	+$36.3K	0.18%	57
2022 Q4	$220K	Buy	+1,675	New	+$216K	0.19%	62
2022 Q2	–	Sell	-6,523	Closed	-$850K	–	78
2022 Q1	$850K	Sell	6,523 -8,957	-58%	-$1.17M	0.51%	44
2021 Q4	$2.36M	Buy	15,480 +811	+6%	+$126K	1.43%	19
2021 Q3	$2.37M	Buy	14,669 +747	+5%	+$126K	1.57%	18
2021 Q2	$2.28M	Buy	+13,922	New	+$2.14M	1.54%	20
2020 Q2	–	Sell	-18,066	Closed	-$1.95M	–	75
2020 Q1	$1.95M	Buy	+18,066	New	+$2.08M	2.16%	11

Other funds holding IBB

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

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Norris Financial Group's IBB Position: Q2 2024 in Review

Norris Financial Group sold out of iShares Biotechnology ETF (IBB) in Q2 2024, closing a stake of 1,485 shares — an estimated $204K sold.

Norris Financial Group first reported a position in IBB in Q1 2020 and held it in 11 quarters. The position peaked at $2.37M in Q3 2021. 894 funds tracked by Wall St. Rank hold IBB as of Q2 2024.

Norris Financial Group reported no remaining iShares Biotechnology ETF position as of Q2 2024 after selling out during the quarter.
Norris Financial Group sold 1,485 iShares Biotechnology ETF shares in Q2 2024, an estimated $204K.
Norris Financial Group first reported a position in iShares Biotechnology ETF in Q1 2020 and held it in 11 quarters.
Norris Financial Group's iShares Biotechnology ETF position peaked at $2.37M in Q3 2021.
894 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2024.

Based on Norris Financial Group's 13F filing for Q2 2024, filed 20 May 2026.