Ropes Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-322	Closed	-$49K	–	487
2020 Q4	$49K	Sell	322 -95	-23%	-$13.6K	0.01%	387
2020 Q3	$56K	Buy	417 +369	+769%	+$50.1K	0.01%	321
2020 Q2	$7K	Hold	48	–	–	﹤0.01%	471
2020 Q1	$5K	Hold	48	–	–	﹤0.01%	456
2019 Q4	$6K	Hold	48	–	–	﹤0.01%	494
2019 Q3	$5K	Sell	48 -88	-65%	-$9.21K	﹤0.01%	513
2019 Q2	$15K	Buy	136 +88	+183%	+$9.36K	﹤0.01%	456
2019 Q1	$5K	Hold	48	–	–	﹤0.01%	484
2018 Q4	$5K	Sell	48 -852	-95%	-$90.4K	﹤0.01%	456
2018 Q3	$110K	Hold	900	–	–	0.03%	273
2018 Q2	$99K	Sell	900 -6	-0.7%	-$642	0.03%	287
2018 Q1	$97K	Sell	906 -294	-25%	-$32.6K	0.03%	273
2017 Q4	$128K	Buy	1,200 +300	+33%	+$32.1K	0.03%	247
2017 Q3	$100K	Buy	+900	New	+$96.2K	0.03%	271

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

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

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

Ropes Wealth Advisors's IBB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 322 shares — an estimated $49K sold.

Ropes Wealth Advisors first reported a position in IBB in Q3 2017 and held it in 14 quarters. The position peaked at $128K in Q4 2017. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 322 iShares Biotechnology ETF shares in Q1 2021, an estimated $49K.
Ropes Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2017 and held it in 14 quarters.
Ropes Wealth Advisors's iShares Biotechnology ETF position peaked at $128K in Q4 2017.
845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.