Van Leeuwen & Company’s iShares Biotechnology ETF IBB Stock Holding History

Van Leeuwen & Company’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	$206K	Sell	1,501 -50	-3%	-$6.83K	0.1%	88
2023 Q4	$211K	Buy	+1,551	New	+$189K	0.12%	84
2023 Q2	–	Sell	-1,551	Closed	-$200K	–	80
2023 Q1	$200K	Hold	1,551	–	–	0.13%	71
2022 Q4	$204K	Buy	+1,551	New	+$200K	0.14%	64
2022 Q1	–	Sell	-1,551	Closed	-$237K	–	68
2021 Q4	$237K	Hold	1,551	–	–	0.13%	62
2021 Q3	$251K	Hold	1,551	–	–	0.15%	63
2021 Q2	$256K	Buy	+1,551	New	+$239K	0.15%	68
2019 Q1	–	Sell	-2,708	Closed	-$261K	–	79
2018 Q4	$261K	Buy	+2,708	New	+$287K	0.26%	66

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

Van Leeuwen & Company's IBB Position: Q1 2024 in Review

Van Leeuwen & Company reduced its iShares Biotechnology ETF (IBB) stake by 3.2% in Q1 2024, selling an estimated $6.83K and leaving 1,501 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #88.

Van Leeuwen & Company first reported a position in IBB in Q4 2018 and has held it in 8 quarters since. The position peaked at $261K in Q4 2018. 900 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

Van Leeuwen & Company held 1,501 shares of iShares Biotechnology ETF worth $206K as of Q1 2024.
Van Leeuwen & Company sold 50 iShares Biotechnology ETF shares in Q1 2024, an estimated $6.83K.
iShares Biotechnology ETF made up 0.1% of Van Leeuwen & Company's portfolio in Q1 2024, its #88 holding.
Van Leeuwen & Company first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 8 quarters since.
Van Leeuwen & Company's iShares Biotechnology ETF position peaked at $261K in Q4 2018.
900 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.