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Northwest Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-309
Closed -$45K – 297
2024
Q3 		$45K Buy
+309
New +$44.7K 0.04% 243
2024
Q1 		– Sell
-309
Closed -$42K – 272
2023
Q4 		$42K Buy
+309
New +$37.7K 0.04% 228

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

Northwest Financial Advisors's IBB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 309 shares — an estimated $45K sold.

Northwest Financial Advisors first reported a position in IBB in Q4 2023 and held it in 2 quarters. The position peaked at $45K in Q3 2024. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 309 iShares Biotechnology ETF shares in Q4 2024, an estimated $45K.
  • Northwest Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Biotechnology ETF position peaked at $45K in Q3 2024.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.