Personal Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Personal Capital 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
2022 Q4	$396K	Buy	3,016 +139	+5%	+$18K	﹤0.01%	338
2022 Q3	$336K	Buy	2,877 +88	+3%	+$10.9K	﹤0.01%	336
2022 Q2	$328K	Sell	2,789 -513	-16%	-$60.9K	﹤0.01%	331
2022 Q1	$430K	Buy	3,302 +228	+7%	+$29.7K	﹤0.01%	329
2021 Q4	$469K	Sell	3,074 -141	-4%	-$21.8K	﹤0.01%	346
2021 Q3	$520K	Buy	3,215 +417	+15%	+$70.2K	﹤0.01%	306
2021 Q2	$458K	Buy	2,798 +100	+4%	+$15.4K	﹤0.01%	324
2021 Q1	$406K	Buy	2,698 +395	+17%	+$62.7K	﹤0.01%	335
2020 Q4	$349K	Buy	2,303 +359	+18%	+$51.3K	﹤0.01%	350
2020 Q3	$263K	Buy	1,944 +83	+4%	+$11.3K	﹤0.01%	358
2020 Q2	$254K	Buy	+1,861	New	+$237K	﹤0.01%	315

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

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

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

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

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

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

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's IBB Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Biotechnology ETF (IBB) stake by 4.8% in Q4 2022, buying an estimated $18K and bringing the position to 3,016 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Personal Capital Advisors first reported a position in IBB in Q2 2020 and has held it in 11 quarters since. The position peaked at $520K in Q3 2021. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Personal Capital Advisors held 3,016 shares of iShares Biotechnology ETF worth $396K as of Q4 2022.
Personal Capital Advisors bought 139 iShares Biotechnology ETF shares in Q4 2022, an estimated $18K.
iShares Biotechnology ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #338 holding.
Personal Capital Advisors first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 11 quarters since.
Personal Capital Advisors's iShares Biotechnology ETF position peaked at $520K in Q3 2021.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.