Resource Planning Group’s iShares Biotechnology ETF IBB Stock Holding History

Resource Planning 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
2023 Q4	$220K	Buy	+1,620	New	+$198K	0.14%	67
2023 Q3	–	Sell	-1,616	Closed	-$205K	–	60
2023 Q2	$205K	Hold	1,616	–	–	0.17%	59
2023 Q1	$209K	Buy	1,616 +1	+0.1%	+$131	0.17%	60
2022 Q4	$212K	Buy	+1,615	New	+$209K	0.17%	62
2022 Q2	–	Sell	-1,612	Closed	-$210K	–	66
2022 Q1	$210K	Buy	1,612 +2	+0.1%	+$261	0.15%	65
2021 Q4	$246K	Buy	1,610 +2	+0.1%	+$310	0.17%	59
2021 Q3	$260K	Hold	1,608	–	–	0.16%	71
2021 Q2	$263K	Buy	1,608 +1	+0.1%	+$154	0.15%	68
2021 Q1	$242K	Sell	1,607 -142	-8%	-$22.6K	0.16%	61
2020 Q4	$265K	Buy	1,749 +1	+0.1%	+$143	0.19%	57
2020 Q3	$237K	Buy	1,748 +1	+0.1%	+$136	0.18%	57
2020 Q2	$239K	Buy	+1,747	New	+$223K	0.18%	52

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Resource Planning Group's IBB Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares Biotechnology ETF (IBB) in Q4 2023: 1,620 shares worth $220K. The stake represents 0.14% of the portfolio and ranks #67 among its holdings. This is a return to the name: Resource Planning Group previously reported a position in IBB as recently as Q2 2023.

Resource Planning Group first reported a position in IBB in Q2 2020 and has held it in 12 quarters since. The position peaked at $265K in Q4 2020. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

Resource Planning Group held 1,620 shares of iShares Biotechnology ETF worth $220K as of Q4 2023.
iShares Biotechnology ETF was a new Resource Planning Group position in Q4 2023.
iShares Biotechnology ETF made up 0.14% of Resource Planning Group's portfolio in Q4 2023, its #67 holding.
Resource Planning Group first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 12 quarters since.
Resource Planning Group's iShares Biotechnology ETF position peaked at $265K in Q4 2020.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.