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Sowa Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Sowa Financial 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
2021
Q1 		– Sell
-374
Closed -$57K – 133
2020
Q4 		$57K Buy
374
+254
+212% +$36.3K 0.04% 124
2020
Q3 		$16K Hold
120
– – 0.01% 193
2020
Q2 		$16K Hold
120
– – 0.01% 190
2020
Q1 		$13K Hold
120
– – 0.01% 189
2019
Q4 		$14K Buy
+120
New +$13.4K 0.01% 201

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sowa Financial Group's IBB Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 374 shares — an estimated $57K sold.

Sowa Financial Group first reported a position in IBB in Q4 2019 and held it in 5 quarters. The position peaked at $57K in Q4 2020. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 374 iShares Biotechnology ETF shares in Q1 2021, an estimated $57K.
  • Sowa Financial Group first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's iShares Biotechnology ETF position peaked at $57K in Q4 2020.
  • 845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.