Sharkey, Howes & Javer’s iShares Biotechnology ETF IBB Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-43	Closed	-$5K	–	103
2019 Q2	$5K	Hold	43	–	–	﹤0.01%	169
2019 Q1	$5K	Hold	43	–	–	﹤0.01%	174
2018 Q4	$4K	Hold	43	–	–	﹤0.01%	173
2018 Q3	$5K	Buy	+43	New	+$5.06K	﹤0.01%	186

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sharkey, Howes & Javer's IBB Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of iShares Biotechnology ETF (IBB) in Q3 2019, closing a stake of 43 shares — an estimated $5K sold.

Sharkey, Howes & Javer first reported a position in IBB in Q3 2018 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 597 funds tracked by Wall St. Rank hold IBB as of Q3 2019.

Sharkey, Howes & Javer reported no remaining iShares Biotechnology ETF position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 43 iShares Biotechnology ETF shares in Q3 2019, an estimated $5K.
Sharkey, Howes & Javer first reported a position in iShares Biotechnology ETF in Q3 2018 and held it in 4 quarters.
Sharkey, Howes & Javer's iShares Biotechnology ETF position peaked at $5K in Q2 2019.
597 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.