SSWM
IBB icon

Sheets Smith Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Sheets Smith Wealth Management’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
-824
Closed -$101K – 400
2023
Q3 		$101K Buy
+824
New +$105K 0.02% 345

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's IBB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 824 shares — an estimated $101K sold.

Sheets Smith Wealth Management first reported a position in IBB in Q3 2023 and held it in 1 quarter. The position peaked at $101K in Q3 2023. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 824 iShares Biotechnology ETF shares in Q4 2023, an estimated $101K.
  • Sheets Smith Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Biotechnology ETF position peaked at $101K in Q3 2023.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.