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WIA
Wealthstreet Investment Advisors’s
iShares Biotechnology ETF
IBB
Stock Holding History
Wealthstreet Investment 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
2022
Q1
$91K
Hold
700
–
–
2.45%
13
2021
Q4
$107K
Hold
700
–
–
2.64%
12
2021
Q3
$113K
Sell
700
-1,680
-71%
-$283K
3.12%
12
2021
Q2
$390K
Sell
2,380
-43,546
-95%
-$6.71M
2.02%
16
2021
Q1
$6.91M
Buy
45,926
+31
+0.1%
+$4.92K
0.67%
34
2020
Q4
$6.95M
Sell
45,895
-2,144
-4%
-$306K
0.7%
36
2020
Q3
$6.5M
Sell
48,039
-652
-1%
-$88.5K
0.73%
33
2020
Q2
$6.66M
Sell
48,691
-1,338
-3%
-$171K
0.82%
33
2020
Q1
$5.39M
Buy
50,029
+2,403
+5%
+$277K
0.8%
33
2019
Q4
$5.74M
Buy
47,626
+5,613
+13%
+$626K
0.67%
40
2019
Q3
$4.51M
Sell
42,013
-1,494
-3%
-$156K
0.58%
49
2019
Q2
$4.75M
Buy
43,507
+3,236
+8%
+$344K
0.61%
45
2019
Q1
$4.5M
Buy
40,271
+87
+0.2%
+$9.54K
0.59%
49
2018
Q4
$4.31M
Sell
40,184
-6,776
-14%
-$719K
0.6%
48
2018
Q3
$5.73M
Buy
46,960
+1,473
+3%
+$173K
0.71%
39
2018
Q2
$5M
Buy
45,487
+805
+2%
+$86.1K
0.66%
41
2018
Q1
$4.77M
Buy
44,682
+745
+2%
+$82.6K
0.6%
40
2017
Q4
$4.69M
Buy
+43,937
New
+$4.7M
0.57%
47
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1-Year Est. Return
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1-Year Est. Return
Goldman Sachs
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1-Year Est. Return
Royal Bank of Canada
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$528B AUM
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1-Year Est. Return
BNP Paribas Financial Markets
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$152B AUM
31.61%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Jane Street
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$93.1B AUM
61.18%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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