Rothschild Capital Partners’s iShares Biotechnology ETF IBB Stock Holding History

Rothschild Capital Partners’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	-19,413	Closed	-$2.94M	–	41
2020 Q4	$2.94M	Sell	19,413 -8,696	-31%	-$1.24M	1.05%	28
2020 Q3	$3.81M	Hold	28,109	–	–	1.51%	23
2020 Q2	$3.84M	Hold	28,109	–	–	1.6%	24
2020 Q1	$3.03M	Hold	28,109	–	–	1.68%	22
2019 Q4	$3.39M	Sell	28,109 -57	-0.2%	-$6.36K	1.54%	24
2019 Q3	$2.8M	Hold	28,166	–	–	1.41%	23
2019 Q2	$3.07M	Buy	28,166 +9,976	+55%	+$1.06M	1.5%	24
2019 Q1	$2.03M	Sell	18,190 -321	-2%	-$35.2K	1.14%	25
2018 Q4	$1.78M	Buy	+18,511	New	+$1.96M	0.96%	28
2017 Q4	–	Sell	-9,468	Closed	-$1.05M	–	51
2017 Q3	$1.05M	Buy	+9,468	New	+$1.01M	0.45%	41
2016 Q4	–	Sell	-20,427	Closed	-$1.97M	–	61
2016 Q3	$1.97M	Buy	+20,427	New	+$1.94M	0.71%	46
2016 Q2	–	Sell	-37,665	Closed	-$3.27M	–	71
2016 Q1	$3.27M	Buy	+37,665	New	+$3.37M	1.47%	29

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

Rothschild Capital Partners's IBB Position: Q1 2021 in Review

Rothschild Capital Partners sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 19,413 shares — an estimated $2.94M sold.

Rothschild Capital Partners first reported a position in IBB in Q1 2016 and held it in 12 quarters. The position peaked at $3.84M in Q2 2020. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

Rothschild Capital Partners reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
Rothschild Capital Partners sold 19,413 iShares Biotechnology ETF shares in Q1 2021, an estimated $2.94M.
Rothschild Capital Partners first reported a position in iShares Biotechnology ETF in Q1 2016 and held it in 12 quarters.
Rothschild Capital Partners's iShares Biotechnology ETF position peaked at $3.84M in Q2 2020.
845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Rothschild Capital Partners's 13F filing for Q1 2021, filed 3 May 2021.