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

Wipfli 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
2022
Q3 		$244K Buy
+2,083
New +$259K 0.02% 390
2021
Q1 		– Sell
-1,438
Closed -$218K – 38
2020
Q4 		$218K Buy
+1,438
New +$206K 0.13% 34

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wipfli Financial Advisors's IBB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q3 2022: 2,083 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in IBB as recently as Q4 2020.

Wipfli Financial Advisors first reported a position in IBB in Q4 2020 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold IBB as of Q3 2022.

  • Wipfli Financial Advisors held 2,083 shares of iShares Biotechnology ETF worth $244K as of Q3 2022.
  • iShares Biotechnology ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares Biotechnology ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #390 holding.
  • Wipfli Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 2 quarters since.
  • 829 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.