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

V 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 Q2	–	Sell	-2,186	Closed	-$282K	–	393
2023 Q1	$282K	Sell	2,186 -18	-0.8%	-$2.36K	0.05%	305
2022 Q4	$289K	Sell	2,204 -347	-14%	-$44.8K	0.06%	286
2022 Q3	$299K	Sell	2,551 -79	-3%	-$9.81K	0.06%	283
2022 Q2	$309K	Hold	2,630	–	–	0.06%	303
2022 Q1	$343K	Hold	2,630	–	–	0.05%	316
2021 Q4	$401K	Hold	2,630	–	–	0.06%	305
2021 Q3	$425K	Sell	2,630 -100	-4%	-$16.8K	0.07%	293
2021 Q2	$448K	Buy	2,730 +218	+9%	+$33.6K	0.07%	297
2021 Q1	$378K	Buy	2,512 +34	+1%	+$5.4K	0.07%	301
2020 Q4	$375K	Buy	+2,478	New	+$354K	0.08%	261
2020 Q3	–	Sell	-1,713	Closed	-$234K	–	240
2020 Q2	$234K	Buy	+1,713	New	+$218K	0.06%	311
2017 Q3	–	Sell	-1,323	Closed	-$137K	–	433
2017 Q2	$137K	Buy	+1,323	New	+$130K	0.06%	213
2016 Q3	–	Sell	-2,568	Closed	-$220K	–	172
2016 Q2	$220K	Sell	2,568 -543	-17%	-$48.7K	0.18%	148
2016 Q1	$263K	Buy	+3,111	New	+$278K	0.21%	111

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 $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

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

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

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

V Wealth Advisors's IBB Position: Q2 2023 in Review

V Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 2,186 shares — an estimated $282K sold.

V Wealth Advisors first reported a position in IBB in Q1 2016 and held it in 14 quarters. The position peaked at $448K in Q2 2021. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

V Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 2,186 iShares Biotechnology ETF shares in Q2 2023, an estimated $282K.
V Wealth Advisors first reported a position in iShares Biotechnology ETF in Q1 2016 and held it in 14 quarters.
V Wealth Advisors's iShares Biotechnology ETF position peaked at $448K in Q2 2021.
843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.