Torch Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Torch 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
2019 Q4	$1.66M	Buy	13,758 +75	+0.5%	+$8.37K	0.92%	40
2019 Q3	$1.36M	Sell	13,683 -930	-6%	-$97.4K	0.81%	45
2019 Q2	$1.59M	Sell	14,613 -140	-0.9%	-$14.9K	0.96%	40
2019 Q1	$1.65M	Buy	14,753 +575	+4%	+$63.1K	1.02%	40
2018 Q4	$1.37M	Sell	14,178 -390	-3%	-$41.4K	0.98%	42
2018 Q3	$1.78M	Hold	14,568	–	–	1.06%	37
2018 Q2	$1.6M	Buy	14,568 +140	+1%	+$15K	1.01%	38
2018 Q1	$1.54M	Buy	14,428 +700	+5%	+$77.6K	1%	38
2017 Q4	$1.47M	Buy	13,728 +105	+0.8%	+$11.2K	0.9%	42
2017 Q3	$1.51M	Sell	13,623 -30	-0.2%	-$3.21K	0.99%	38
2017 Q2	$1.41M	Sell	13,653 -60	-0.4%	-$5.91K	0.97%	38
2017 Q1	$1.34M	Buy	13,713 +375	+3%	+$35.9K	0.89%	45
2016 Q4	$1.18M	Sell	13,338 -30	-0.2%	-$2.73K	0.83%	47
2016 Q3	$1.29M	Buy	13,368 +750	+6%	+$71.3K	0.94%	45
2016 Q2	$1.08M	Hold	12,618	–	–	0.79%	52
2016 Q1	$1.1M	Buy	12,618 +75	+0.6%	+$6.71K	0.83%	50
2015 Q4	$1.42M	Buy	12,543 +240	+2%	+$26K	1.03%	34
2015 Q3	$1.24M	Buy	12,303 +171	+1%	+$20.5K	0.96%	38
2015 Q2	$1.49M	Buy	12,132 +1,497	+14%	+$179K	1.03%	40
2015 Q1	$1.22M	Buy	10,635 +450	+4%	+$49.6K	0.94%	43
2014 Q4	$1.03M	Buy	10,185 +3,600	+55%	+$350K	0.79%	47
2014 Q3	$601K	Buy	6,585 +600	+10%	+$52.7K	0.44%	61
2014 Q2	$513K	Buy	+5,985	New	+$472K	0.35%	65

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Torch Wealth Management's IBB Position: Q4 2019 in Review

Torch Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 0.55% in Q4 2019, buying an estimated $8.37K and bringing the position to 13,758 shares worth $1.66M. The position accounts for 0.92% of the portfolio, ranked #40.

Torch Wealth Management first reported a position in IBB in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.78M in Q3 2018. 710 funds tracked by Wall St. Rank hold IBB as of Q4 2019.

Torch Wealth Management held 13,758 shares of iShares Biotechnology ETF worth $1.66M as of Q4 2019.
Torch Wealth Management bought 75 iShares Biotechnology ETF shares in Q4 2019, an estimated $8.37K.
iShares Biotechnology ETF made up 0.92% of Torch Wealth Management's portfolio in Q4 2019, its #40 holding.
Torch Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2014 and has held it in 23 quarters since.
Torch Wealth Management's iShares Biotechnology ETF position peaked at $1.78M in Q3 2018.
710 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.