Sutton Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Sutton Wealth Advisors’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 Q3	$22K	Hold	180	–	–	0.01%	348
2023 Q2	$22.9K	Hold	180	–	–	0.01%	335
2023 Q1	$23.2K	Hold	180	–	–	0.01%	291
2022 Q4	$23.6K	Hold	180	–	–	0.01%	633
2022 Q3	$21.1K	Sell	180 -3	-2%	-$373	0.01%	645
2022 Q2	$21.5K	Hold	183	–	–	0.01%	651
2022 Q1	$23.8K	Hold	183	–	–	0.01%	657
2021 Q4	$27.9K	Hold	183	–	–	0.01%	610
2021 Q3	$29.6K	Hold	183	–	–	0.01%	570
2021 Q2	$29.9K	Hold	183	–	–	0.01%	573
2021 Q1	$27.6K	Buy	183 +3	+2%	+$477	0.01%	583
2020 Q4	$27.3K	Hold	180	–	–	0.01%	524
2020 Q3	$24.4K	Hold	180	–	–	0.01%	485
2020 Q2	$24.6K	Hold	180	–	–	0.01%	476
2020 Q1	$19.4K	Hold	180	–	–	0.01%	487
2019 Q4	$21.7K	Hold	180	–	–	0.01%	573
2019 Q3	$17.9K	Hold	180	–	–	0.01%	619
2019 Q2	$19.6K	Hold	180	–	–	0.01%	587
2019 Q1	$20.1K	Hold	180	–	–	0.01%	567
2018 Q4	$17.4K	Hold	180	–	–	0.01%	566
2018 Q3	$21.9K	Hold	180	–	–	0.01%	556
2018 Q2	$19.8K	Hold	180	–	–	0.01%	592
2018 Q1	$19.2K	Hold	180	–	–	0.01%	582
2017 Q4	$19.2K	Hold	180	–	–	0.01%	569
2017 Q3	$20K	Hold	180	–	–	0.02%	547
2017 Q2	$18.6K	Hold	180	–	–	0.01%	556
2017 Q1	$17.6K	Hold	180	–	–	0.01%	558
2016 Q4	$15.9K	Hold	180	–	–	0.01%	569
2016 Q3	$17.4K	Hold	180	–	–	0.02%	502
2016 Q2	$15.4K	Hold	180	–	–	0.01%	512
2016 Q1	$15.6K	Buy	+180	New	+$16.1K	0.01%	500

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Sutton Wealth Advisors's IBB Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2023 at 180 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #348.

Sutton Wealth Advisors first reported a position in IBB in Q1 2016 and has held it in 31 quarters since. The position peaked at $29.9K in Q2 2021. 833 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

Sutton Wealth Advisors held 180 shares of iShares Biotechnology ETF worth $22K as of Q3 2023.
Sutton Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2023.
iShares Biotechnology ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #348 holding.
Sutton Wealth Advisors first reported a position in iShares Biotechnology ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Biotechnology ETF position peaked at $29.9K in Q2 2021.
833 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.