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

Plotkin 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
2021
Q4 		– Sell
-1,521
Closed -$246K – 97
2021
Q3 		$246K Hold
1,521
– – 0.15% 78
2021
Q2 		$249K Sell
1,521
-225
-13% -$34.7K 0.14% 84
2021
Q1 		$263K Hold
1,746
– – 0.16% 61
2020
Q4 		$264K Sell
1,746
-459
-21% -$65.6K 0.17% 54
2020
Q3 		$299K Buy
2,205
+347
+19% +$47.1K 0.33% 50
2020
Q2 		$254K Buy
+1,858
New +$237K 0.22% 52

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Plotkin Financial Advisors's IBB Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2021, closing a stake of 1,521 shares — an estimated $246K sold.

Plotkin Financial Advisors first reported a position in IBB in Q2 2020 and held it in 6 quarters. The position peaked at $299K in Q3 2020. 962 funds tracked by Wall St. Rank hold IBB as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 1,521 iShares Biotechnology ETF shares in Q4 2021, an estimated $246K.
  • Plotkin Financial Advisors first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 6 quarters.
  • Plotkin Financial Advisors's iShares Biotechnology ETF position peaked at $299K in Q3 2020.
  • 962 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.