Valley Wealth Managers’s iShares Biotechnology ETF IBB Stock Holding History

Valley Wealth Managers’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 Q4	–	Sell	-138	Closed	-$16.9K	–	363
2023 Q3	$16.9K	Hold	138	–	–	﹤0.01%	266
2023 Q2	$17.5K	Hold	138	–	–	﹤0.01%	253
2023 Q1	$17.8K	Hold	138	–	–	﹤0.01%	259
2022 Q4	$18.1K	Hold	138	–	–	﹤0.01%	275
2022 Q3	$16K	Hold	138	–	–	﹤0.01%	301
2022 Q2	$16K	Buy	+138	New	+$16.4K	﹤0.01%	306
2020 Q3	–	Sell	-1,468	Closed	-$201K	–	167
2020 Q2	$201K	Buy	+1,468	New	+$187K	0.02%	160
2019 Q2	–	Sell	-3,263	Closed	-$365K	–	201
2019 Q1	$365K	Buy	3,263 +704	+28%	+$77.2K	0.04%	165
2018 Q4	$247K	Buy	+2,559	New	+$272K	0.03%	150
2017 Q1	–	Sell	-300	Closed	-$27K	–	223
2016 Q4	$27K	Buy	+300	New	+$27.3K	﹤0.01%	151

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Valley Wealth Managers's IBB Position: Q4 2023 in Review

Valley Wealth Managers sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 138 shares — an estimated $16.9K sold.

Valley Wealth Managers first reported a position in IBB in Q4 2016 and held it in 10 quarters. The position peaked at $365K in Q1 2019. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

Valley Wealth Managers reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
Valley Wealth Managers sold 138 iShares Biotechnology ETF shares in Q4 2023, an estimated $16.9K.
Valley Wealth Managers first reported a position in iShares Biotechnology ETF in Q4 2016 and held it in 10 quarters.
Valley Wealth Managers's iShares Biotechnology ETF position peaked at $365K in Q1 2019.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.