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Peterson Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Peterson Wealth Management’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
Q1 		– Sell
-3,550
Closed -$482K – 56
2023
Q4 		$482K Sell
3,550
-193
-5% -$23.5K 0.43% 41
2023
Q3 		$458K Buy
3,743
+106
+3% +$13.5K 0.38% 45
2023
Q2 		$462K Buy
+3,637
New +$472K 0.37% 50

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Peterson Wealth Management's IBB Position: Q1 2024 in Review

Peterson Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 3,550 shares — an estimated $482K sold.

Peterson Wealth Management first reported a position in IBB in Q2 2023 and held it in 3 quarters. The position peaked at $482K in Q4 2023. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

  • Peterson Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • Peterson Wealth Management sold 3,550 iShares Biotechnology ETF shares in Q1 2024, an estimated $482K.
  • Peterson Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2023 and held it in 3 quarters.
  • Peterson Wealth Management's iShares Biotechnology ETF position peaked at $482K in Q4 2023.
  • 899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Peterson Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.