RVW Wealth’s iShares Biotechnology ETF IBB Stock Holding History

RVW Wealth’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	-622	Closed	-$76K	–	235
2023 Q3	$76K	Buy	+622	New	+$79.1K	0.01%	199

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

RVW Wealth's IBB Position: Q4 2023 in Review

RVW Wealth sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 622 shares — an estimated $76K sold.

RVW Wealth first reported a position in IBB in Q3 2023 and held it in 1 quarter. The position peaked at $76K in Q3 2023. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

RVW Wealth reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 622 iShares Biotechnology ETF shares in Q4 2023, an estimated $76K.
RVW Wealth first reported a position in iShares Biotechnology ETF in Q3 2023 and held it in 1 quarter.
RVW Wealth's iShares Biotechnology ETF position peaked at $76K in Q3 2023.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.