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Wealthspire Advisors (Maryland)’s iShares Biotechnology ETF IBB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.69M Buy
19,837
+8,655
+77% +$1.17M 0.09% 101
2020
Q2 		$1.53M Buy
11,182
+1,375
+14% +$175K 0.11% 117
2020
Q1 		$1.06M Sell
9,807
-212
-2% -$24.4K 0.09% 127
2019
Q4 		$1.21M Hold
10,019
– – 0.08% 145
2019
Q3 		$997K Sell
10,019
-464
-4% -$48.6K 0.07% 146
2019
Q2 		$1.14M Buy
10,483
+3,570
+52% +$380K 0.09% 127
2019
Q1 		$773K Sell
6,913
-750
-10% -$82.3K 0.06% 170
2018
Q4 		$739K Sell
7,663
-130
-2% -$13.8K 0.07% 157
2018
Q3 		$950K Sell
7,793
-141
-2% -$16.6K 0.08% 147
2018
Q2 		$871K Sell
7,934
-1,105
-12% -$118K 0.08% 144
2018
Q1 		$965K Sell
9,039
-532
-6% -$59K 0.09% 137
2017
Q4 		$1.02M Sell
9,571
-572
-6% -$61.1K 0.1% 134
2017
Q3 		$1.13M Buy
10,143
+642
+7% +$68.6K 0.12% 121
2017
Q2 		$982K Buy
9,501
+6,576
+225% +$648K 0.12% 122
2017
Q1 		$286K Hold
2,925
– – 0.04% 295
2016
Q4 		$259K Sell
2,925
-240
-8% -$21.8K 0.04% 307
2016
Q3 		$305K Buy
3,165
+60
+2% +$5.71K 0.05% 269
2016
Q2 		$266K Buy
3,105
+99
+3% +$8.88K 0.04% 287
2016
Q1 		$261K Sell
3,006
-537
-15% -$48K 0.05% 287
2015
Q4 		$400K Buy
+3,543
New +$385K 0.07% 194

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Biotechnology ETF (IBB) stake by 77% in Q3 2020, buying an estimated $1.17M and bringing the position to 19,837 shares worth $2.69M. The position accounts for 0.09% of the portfolio, ranked #101.

Wealthspire Advisors (Maryland) first reported a position in IBB in Q4 2015 and has held it in 20 quarters since. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 19,837 shares of iShares Biotechnology ETF worth $2.69M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 8,655 iShares Biotechnology ETF shares in Q3 2020, an estimated $1.17M.
  • iShares Biotechnology ETF made up 0.09% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #101 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Biotechnology ETF in Q4 2015 and has held it in 20 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.