Private Wealth Advisors (Pennsylvania)’s iShares Biotechnology ETF IBB Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$2.8M	Buy	18,483 +7,980	+76%	+$1.14M	1.6%	17
2020 Q3	$1.42M	Buy	10,503 +6,419	+157%	+$871K	0.91%	28
2020 Q2	$558K	Buy	4,084 +1,595	+64%	+$203K	0.38%	51
2020 Q1	$301K	Buy	2,489 +610	+32%	+$70.2K	0.23%	76
2019 Q4	$220K	Sell	1,879 -225	-11%	-$25.1K	0.12%	120
2019 Q3	$209K	Sell	2,104 -237	-10%	-$24.8K	0.11%	130
2019 Q2	$255K	Buy	2,341 +315	+16%	+$33.5K	0.09%	127
2019 Q1	$227K	Buy	+2,026	New	+$222K	0.08%	126
2018 Q4	–	Sell	-1,826	Closed	-$223K	–	130
2018 Q3	$223K	Hold	1,826	–	–	0.08%	128
2018 Q2	$201K	Buy	+1,826	New	+$195K	0.08%	123

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IBB Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its iShares Biotechnology ETF (IBB) stake by 76% in Q4 2020, buying an estimated $1.14M and bringing the position to 18,483 shares worth $2.8M. The position accounts for 1.6% of the portfolio, ranked #17.

Private Wealth Advisors (Pennsylvania) first reported a position in IBB in Q2 2018 and has held it in 10 quarters since. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 18,483 shares of iShares Biotechnology ETF worth $2.8M as of Q4 2020.
Private Wealth Advisors (Pennsylvania) bought 7,980 iShares Biotechnology ETF shares in Q4 2020, an estimated $1.14M.
iShares Biotechnology ETF made up 1.6% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #17 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Biotechnology ETF in Q2 2018 and has held it in 10 quarters since.
856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.