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

West 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 Q4	–	Sell	-148	Closed	-$21.5K	–	216
2024 Q3	$21.5K	Hold	148	–	–	﹤0.01%	125
2024 Q2	$20.3K	Hold	148	–	–	﹤0.01%	107
2024 Q1	$20.3K	Hold	148	–	–	﹤0.01%	106
2023 Q4	$20.1K	Hold	148	–	–	﹤0.01%	105
2023 Q3	$18.1K	Hold	148	–	–	﹤0.01%	113
2023 Q2	$18.8K	Hold	148	–	–	﹤0.01%	111
2023 Q1	$19.1K	Hold	148	–	–	0.01%	103
2022 Q4	$19.4K	Hold	148	–	–	0.01%	100
2022 Q3	$17K	Hold	148	–	–	0.01%	128
2022 Q2	$17K	Hold	148	–	–	﹤0.01%	118
2022 Q1	$19K	Hold	148	–	–	0.01%	123
2021 Q4	$23K	Buy	+148	New	+$22.9K	0.01%	131

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

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

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

West Financial Advisors's IBB Position: Q4 2024 in Review

West Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 148 shares — an estimated $21.5K sold.

West Financial Advisors first reported a position in IBB in Q4 2021 and held it in 12 quarters. The position peaked at $23K in Q4 2021. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

West Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
West Financial Advisors sold 148 iShares Biotechnology ETF shares in Q4 2024, an estimated $21.5K.
West Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 12 quarters.
West Financial Advisors's iShares Biotechnology ETF position peaked at $23K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.