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iShares NASDAQ Biotechnology Index shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 123 137.22
2023-09-30 $15k 123 122.29
2023-06-30 $16k 123 126.96
2023-03-31 $16k 123 129.16
2022-12-31 $16k 123 131.29
2022-09-30 $14k 123 113.82
2022-06-30 $14k 123 113.82
2022-03-31 $16k 123 130.08
2021-12-31 $19k 123 154.47
2021-09-30 $20k 123 162.60
2021-06-30 $20k 123 162.60
2021-03-31 $19k 123 154.47
2020-12-31 $19k 123 154.47

More positions owned by Wells Financial Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Small-cap Index Fund Etf Etf (VB)
Spdr Gold Shares Etf Etf (GLD)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Mega Cap Growth Etf Etf (MGK)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Blackrock Flexible Income Etf Etf (BINC)

View all positions for Wells Financial Advisors

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Farallon Capital Management
Goldman Sachs Group
Morgan Stanley
Citigroup
Elliott Investment Management
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
UBS Group
Royal Bank of Canada
Susquehanna International
Citadel Advisors
Commerce Bank N A
Wells Fargo & Company
Thrivent Financial for Lutherans

View all funds holding iShares NASDAQ Biotechnology Index