Ritter Daniher Financial Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Ritter Daniher Financial Advisory’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
2022 Q4	–	Sell	-35	Closed	-$4K	–	300
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	203
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	201
2022 Q1	$5K	Hold	35	–	–	﹤0.01%	196
2021 Q4	$5K	Hold	35	–	–	﹤0.01%	189
2021 Q3	$6K	Hold	35	–	–	﹤0.01%	176
2021 Q2	$6K	Hold	35	–	–	﹤0.01%	170
2021 Q1	$5K	Hold	35	–	–	﹤0.01%	165
2020 Q4	$5K	Buy	+35	New	+$5K	﹤0.01%	159

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 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

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ritter Daniher Financial Advisory's IBB Position: Q4 2022 in Review

Ritter Daniher Financial Advisory sold out of iShares Biotechnology ETF (IBB) in Q4 2022, closing a stake of 35 shares — an estimated $4K sold.

Ritter Daniher Financial Advisory first reported a position in IBB in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Ritter Daniher Financial Advisory reported no remaining iShares Biotechnology ETF position as of Q4 2022 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 35 iShares Biotechnology ETF shares in Q4 2022, an estimated $4K.
Ritter Daniher Financial Advisory first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 8 quarters.
Ritter Daniher Financial Advisory's iShares Biotechnology ETF position peaked at $6K in Q3 2021.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2022, filed 10 Feb 2023.