Resource Management’s iShares Biotechnology ETF IBB Stock Holding History

Resource 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
2021 Q4	$478K	Buy	+3,130	New	+$485K	0.05%	109
2021 Q2	–	Sell	-1,630	Closed	-$245K	–	196
2021 Q1	$245K	Hold	1,630	–	–	0.03%	157
2020 Q4	$247K	Hold	1,630	–	–	0.03%	149
2020 Q3	$221K	Hold	1,630	–	–	0.04%	142
2020 Q2	$222K	Buy	+1,630	New	+$208K	0.04%	131
2018 Q1	–	Sell	-1,875	Closed	-$202K	–	128
2017 Q4	$202K	Buy	+1,875	New	+$200K	0.04%	127

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Resource Management's IBB Position: Q4 2021 in Review

Resource Management opened a new position in iShares Biotechnology ETF (IBB) in Q4 2021: 3,130 shares worth $478K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings. This is a return to the name: Resource Management previously reported a position in IBB as recently as Q1 2021.

Resource Management first reported a position in IBB in Q4 2017 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold IBB as of Q4 2021.

Resource Management held 3,130 shares of iShares Biotechnology ETF worth $478K as of Q4 2021.
iShares Biotechnology ETF was a new Resource Management position in Q4 2021.
iShares Biotechnology ETF made up 0.05% of Resource Management's portfolio in Q4 2021, its #109 holding.
Resource Management first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 6 quarters since.
962 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.