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Willow Creek Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Willow Creek Wealth Management’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
2021
Q4 		– Sell
-1,284
Closed -$208K – 123
2021
Q3 		$208K Buy
+1,284
New +$216K 0.05% 111

Other funds holding IBB

Bank of America
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Willow Creek Wealth Management's IBB Position: Q4 2021 in Review

Willow Creek Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2021, closing a stake of 1,284 shares — an estimated $208K sold.

Willow Creek Wealth Management first reported a position in IBB in Q3 2021 and held it in 1 quarter. The position peaked at $208K in Q3 2021. 963 funds tracked by Wall St. Rank hold IBB as of Q4 2021.

  • Willow Creek Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2021 after selling out during the quarter.
  • Willow Creek Wealth Management sold 1,284 iShares Biotechnology ETF shares in Q4 2021, an estimated $208K.
  • Willow Creek Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2021 and held it in 1 quarter.
  • Willow Creek Wealth Management's iShares Biotechnology ETF position peaked at $208K in Q3 2021.
  • 963 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2021.

Based on Willow Creek Wealth Management's 13F filing for Q4 2021, filed 24 Mar 2022.