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Vericrest Private Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Vericrest Private Wealth’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
2022
Q2 		$2.1M Hold
17,878
– – 2.58% 17
2022
Q1 		$2.33M Hold
17,878
– – 2.42% 17
2021
Q4 		$2.73M Buy
+17,878
New +$2.77M 2.53% 17

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vericrest Private Wealth's IBB Position: Q2 2022 in Review

Vericrest Private Wealth held its iShares Biotechnology ETF (IBB) position steady in Q2 2022 at 17,878 shares worth $2.1M. The position accounts for 2.58% of the portfolio, ranked #17.

Vericrest Private Wealth first reported a position in IBB in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.73M in Q4 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • Vericrest Private Wealth held 17,878 shares of iShares Biotechnology ETF worth $2.1M as of Q2 2022.
  • Vericrest Private Wealth left its iShares Biotechnology ETF share count unchanged in Q2 2022.
  • iShares Biotechnology ETF made up 2.58% of Vericrest Private Wealth's portfolio in Q2 2022, its #17 holding.
  • Vericrest Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 3 quarters since.
  • Vericrest Private Wealth's iShares Biotechnology ETF position peaked at $2.73M in Q4 2021.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.