Steward Partners Investment Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Steward Partners Investment Solutions’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
2024 Q1	$310K	Buy	+2,260	New	+$309K	0.05%	206

Other funds holding IBB

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

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

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

Citigroup New York $303B AUM 53.02% 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

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Steward Partners Investment Solutions's IBB Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares Biotechnology ETF (IBB) in Q1 2024: 2,260 shares worth $310K. The stake represents 0.05% of the portfolio and ranks #206 among its holdings.

901 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

Steward Partners Investment Solutions held 2,260 shares of iShares Biotechnology ETF worth $310K as of Q1 2024.
iShares Biotechnology ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares Biotechnology ETF made up 0.05% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #206 holding.
901 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.