Strategic Family Wealth Counselors’s iShares Biotechnology ETF IBB Stock Holding History

Strategic Family Wealth Counselors’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 Q1	–	Sell	-1,736	Closed	-$228K	–	108
2022 Q4	$228K	Hold	1,736	–	–	0.11%	94
2022 Q3	$203K	Hold	1,736	–	–	0.1%	87
2022 Q2	$204K	Sell	1,736 -257	-13%	-$30.5K	0.1%	91
2022 Q1	$260K	Sell	1,993 -152	-7%	-$19.8K	0.1%	83
2021 Q4	$327K	Sell	2,145 -62	-3%	-$9.6K	0.1%	75
2021 Q3	$357K	Buy	2,207 +750	+51%	+$126K	0.12%	64
2021 Q2	$238K	Sell	1,457 -734	-34%	-$113K	0.08%	76
2021 Q1	$330K	Hold	2,191	–	–	0.12%	61
2020 Q4	$332K	Hold	2,191	–	–	0.17%	63
2020 Q3	$297K	Sell	2,191 -89	-4%	-$12.1K	0.17%	61
2020 Q2	$312K	Buy	2,280 +3	+0.1%	+$382	0.2%	60
2020 Q1	$245K	Sell	2,277 -332	-13%	-$38.2K	0.18%	63
2019 Q4	$314K	Sell	2,609 -134	-5%	-$14.9K	0.25%	50
2019 Q3	$273K	Sell	2,743 -237	-8%	-$24.8K	0.21%	54
2019 Q2	$325K	Buy	2,980 +70	+2%	+$7.45K	0.25%	48
2019 Q1	$325K	Hold	2,910	–	–	0.26%	47
2018 Q4	$281K	Buy	+2,910	New	+$309K	0.32%	48

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Family Wealth Counselors's IBB Position: Q1 2023 in Review

Strategic Family Wealth Counselors sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 1,736 shares — an estimated $228K sold.

Strategic Family Wealth Counselors first reported a position in IBB in Q4 2018 and held it in 17 quarters. The position peaked at $357K in Q3 2021. 867 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

Strategic Family Wealth Counselors reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
Strategic Family Wealth Counselors sold 1,736 iShares Biotechnology ETF shares in Q1 2023, an estimated $228K.
Strategic Family Wealth Counselors first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 17 quarters.
Strategic Family Wealth Counselors's iShares Biotechnology ETF position peaked at $357K in Q3 2021.
867 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2023, filed 16 May 2023.