Sage Private Wealth Group’s iShares Biotechnology ETF IBB Stock Holding History

Sage Private Wealth Group’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	-155	Closed	-$18K	–	110
2022 Q3	$18K	Hold	155	–	–	0.02%	117
2022 Q2	$18K	Buy	155 +1	+0.6%	+$119	0.03%	119
2022 Q1	$20K	Hold	154	–	–	0.02%	119
2021 Q4	$23K	Sell	154 -1	-0.6%	-$155	0.03%	114
2021 Q3	$25K	Hold	155	–	–	0.03%	109
2021 Q2	$25K	Hold	155	–	–	0.03%	105
2021 Q1	$23K	Buy	155 +1	+0.6%	+$159	0.04%	113
2020 Q4	$23K	Buy	+154	New	+$22K	0.06%	101

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

Sage Private Wealth Group's IBB Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares Biotechnology ETF (IBB) in Q4 2022, closing a stake of 155 shares — an estimated $18K sold.

Sage Private Wealth Group first reported a position in IBB in Q4 2020 and held it in 8 quarters. The position peaked at $25K in Q3 2021. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares Biotechnology ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 155 iShares Biotechnology ETF shares in Q4 2022, an estimated $18K.
Sage Private Wealth Group first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares Biotechnology ETF position peaked at $25K in Q3 2021.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.