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

WestHill 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
2023 Q4	–	Sell	-54	Closed	-$6.6K	–	85
2023 Q3	$6.6K	Hold	54	–	–	﹤0.01%	109
2023 Q2	$6.86K	Hold	54	–	–	﹤0.01%	104
2023 Q1	$6.97K	Hold	54	–	–	﹤0.01%	104
2022 Q4	$7.09K	Hold	54	–	–	﹤0.01%	109
2022 Q3	$6K	Hold	54	–	–	﹤0.01%	101
2022 Q2	$6K	Hold	54	–	–	﹤0.01%	105
2022 Q1	$7K	Sell	54 -10	-16%	-$1.3K	﹤0.01%	112
2021 Q4	$10K	Hold	64	–	–	﹤0.01%	108
2021 Q3	$10K	Buy	+64	New	+$10.8K	﹤0.01%	93
2021 Q1	$10K	Hold	64	–	–	﹤0.01%	77
2020 Q4	$10K	Buy	+64	New	+$9.15K	﹤0.01%	76

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

WestHill Financial Advisors's IBB Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 54 shares — an estimated $6.6K sold.

WestHill Financial Advisors first reported a position in IBB in Q4 2020 and held it in 11 quarters. The position peaked at $10K in Q4 2021. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 54 iShares Biotechnology ETF shares in Q4 2023, an estimated $6.6K.
WestHill Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares Biotechnology ETF position peaked at $10K in Q4 2021.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.