Wells Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Wells Financial 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
2024 Q3	–	Sell	-123	Closed	-$16.9K	–	105
2024 Q2	$16.9K	Hold	123	–	–	0.01%	76
2024 Q1	$16.9K	Hold	123	–	–	0.01%	63
2023 Q4	$16.7K	Hold	123	–	–	0.01%	59
2023 Q3	$15K	Hold	123	–	–	0.01%	60
2023 Q2	$15.6K	Hold	123	–	–	0.01%	60
2023 Q1	$15.9K	Hold	123	–	–	0.01%	59
2022 Q4	$16.1K	Hold	123	–	–	0.01%	58
2022 Q3	$14K	Hold	123	–	–	0.01%	59
2022 Q2	$14K	Hold	123	–	–	0.01%	53
2022 Q1	$16K	Hold	123	–	–	0.01%	54
2021 Q4	$19K	Hold	123	–	–	0.02%	58
2021 Q3	$20K	Hold	123	–	–	0.02%	57
2021 Q2	$20K	Hold	123	–	–	0.02%	58
2021 Q1	$19K	Hold	123	–	–	0.02%	57
2020 Q4	$19K	Buy	+123	New	+$17.6K	0.02%	54

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Financial Advisors's IBB Position: Q3 2024 in Review

Wells Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2024, closing a stake of 123 shares — an estimated $16.9K sold.

Wells Financial Advisors first reported a position in IBB in Q4 2020 and held it in 15 quarters. The position peaked at $20K in Q3 2021. 893 funds tracked by Wall St. Rank hold IBB as of Q3 2024.

Wells Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2024 after selling out during the quarter.
Wells Financial Advisors sold 123 iShares Biotechnology ETF shares in Q3 2024, an estimated $16.9K.
Wells Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 15 quarters.
Wells Financial Advisors's iShares Biotechnology ETF position peaked at $20K in Q3 2021.
893 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2024.

Based on Wells Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.