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Polaris Wealth Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Polaris Wealth Advisory 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
2021
Q3 		– Sell
-51,761
Closed -$8.55M – 188
2021
Q2 		$8.55M Buy
+51,761
New +$7.97M 0.51% 63

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Polaris Wealth Advisory Group's IBB Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of iShares Biotechnology ETF (IBB) in Q3 2021, closing a stake of 51,761 shares — an estimated $8.55M sold.

Polaris Wealth Advisory Group first reported a position in IBB in Q2 2021 and held it in 1 quarter. The position peaked at $8.55M in Q2 2021. 855 funds tracked by Wall St. Rank hold IBB as of Q3 2021.

  • Polaris Wealth Advisory Group reported no remaining iShares Biotechnology ETF position as of Q3 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 51,761 iShares Biotechnology ETF shares in Q3 2021, an estimated $8.55M.
  • Polaris Wealth Advisory Group first reported a position in iShares Biotechnology ETF in Q2 2021 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's iShares Biotechnology ETF position peaked at $8.55M in Q2 2021.
  • 855 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.