Rowlandmiller & Partners’s iShares Biotechnology ETF IBB Stock Holding History

Rowlandmiller & 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
2023 Q4	–	Sell	-820	Closed	-$100K	–	182
2023 Q3	$100K	Sell	820 -6	-0.7%	-$763	0.02%	173
2023 Q2	$105K	Hold	826	–	–	0.02%	178
2023 Q1	$107K	Hold	826	–	–	0.03%	175
2022 Q4	$107K	Buy	+826	New	+$107K	0.03%	172
2022 Q2	–	Sell	-820	Closed	-$107K	–	182
2022 Q1	$107K	Buy	820 +15	+2%	+$1.95K	0.02%	183
2021 Q4	$123K	Buy	+805	New	+$125K	0.03%	171
2021 Q3	–	Sell	-805	Closed	-$132K	–	163
2021 Q2	$132K	Hold	805	–	–	0.03%	162
2021 Q1	$121K	Hold	805	–	–	0.03%	158
2020 Q4	$122K	Buy	+805	New	+$115K	0.03%	155

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

Rowlandmiller & Partners's IBB Position: Q4 2023 in Review

Rowlandmiller & Partners sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 820 shares — an estimated $100K sold.

Rowlandmiller & Partners first reported a position in IBB in Q4 2020 and held it in 9 quarters. The position peaked at $132K in Q2 2021. 873 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

Rowlandmiller & Partners reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
Rowlandmiller & Partners sold 820 iShares Biotechnology ETF shares in Q4 2023, an estimated $100K.
Rowlandmiller & Partners first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 9 quarters.
Rowlandmiller & Partners's iShares Biotechnology ETF position peaked at $132K in Q2 2021.
873 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Rowlandmiller & Partners's 13F filing for Q4 2023, filed 3 Jan 2024.