WA
IBB icon

WESPAC Advisors’s iShares Biotechnology ETF IBB Stock Holding History

WESPAC 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
Q4 		– Sell
-1,574
Closed -$229K – 168
2024
Q3 		$229K Buy
+1,574
New +$228K 0.17% 138
2019
Q2 		– Sell
-6,975
Closed -$750K – 123
2019
Q1 		$750K Buy
+6,975
New +$765K 0.52% 61
2016
Q1 		– Sell
-9,741
Closed -$1.1M – 109
2015
Q4 		$1.1M Buy
+9,741
New +$1.06M 1.27% 32
2014
Q2 		– Sell
-11,829
Closed -$932K – 121
2014
Q1 		$932K Sell
11,829
-336
-3% -$28K 0.81% 44
2013
Q4 		$921K Buy
12,165
+936
+8% +$66.4K 0.77% 51
2013
Q3 		$785K Buy
11,229
+1,209
+12% +$79.2K 0.92% 41
2013
Q2 		$581K Buy
+10,020
New +$579K 0.88% 47

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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return