Values First Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Values First 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
2024 Q1	–	Sell	-317	Closed	-$43K	–	171
2023 Q4	$43K	Buy	+317	New	+$38.7K	0.03%	158
2023 Q1	–	Sell	-296	Closed	-$38.9K	–	398
2022 Q4	$38.9K	Buy	+296	New	+$38.3K	0.03%	151
2022 Q1	–	Sell	-1,624	Closed	-$248K	–	168
2021 Q4	$248K	Buy	+1,624	New	+$251K	0.15%	143
2020 Q1	–	Sell	-567	Closed	-$68K	–	133
2019 Q4	$68K	Buy	+567	New	+$63.3K	0.07%	132

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Values First Advisors's IBB Position: Q1 2024 in Review

Values First Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 317 shares — an estimated $43K sold.

Values First Advisors first reported a position in IBB in Q4 2019 and held it in 4 quarters. The position peaked at $248K in Q4 2021. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

Values First Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
Values First Advisors sold 317 iShares Biotechnology ETF shares in Q1 2024, an estimated $43K.
Values First Advisors first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 4 quarters.
Values First Advisors's iShares Biotechnology ETF position peaked at $248K in Q4 2021.
899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Values First Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.