WIM
IBB icon

WealthPlan Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-489
Closed -$62K – 239
2023
Q2 		$62K Sell
489
-14
-3% -$1.82K 0.02% 189
2023
Q1 		$64.9K Buy
+503
New +$65.8K 0.01% 229

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthPlan Investment Management's IBB Position: Q3 2023 in Review

WealthPlan Investment Management sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 489 shares — an estimated $62K sold.

WealthPlan Investment Management first reported a position in IBB in Q1 2023 and held it in 2 quarters. The position peaked at $64.9K in Q1 2023. 832 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

  • WealthPlan Investment Management reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 489 iShares Biotechnology ETF shares in Q3 2023, an estimated $62K.
  • WealthPlan Investment Management first reported a position in iShares Biotechnology ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's iShares Biotechnology ETF position peaked at $64.9K in Q1 2023.
  • 832 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.