Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

West Financial Advisors »

iShares NASDAQ Biotechnology Index shares owned by West Financial Advisors

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

Historical chart of West 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 West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$20k	148	137.22
2023-12-31	$20k	148	135.85
2023-09-30	$18k	148	122.29
2023-06-30	$19k	148	126.97
2023-03-31	$19k	148	129.16
2022-12-31	$19k	148	131.29
2022-09-30	$17k	148	114.86
2022-06-30	$17k	148	114.86
2022-03-31	$19k	148	128.38
2021-12-31	$23k	148	155.41

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Tr Core Msci Eafe (IEFA)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Vanguard Index Fds Extend Mkt Etf (VXF)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Vanguard Specialized Funds Div App Etf (VIG)

Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation

Elliott Investment Management

Goldman Sachs Group

Citigroup

Bnp Paribas Arbitrage, Snc

Wells Fargo & Company

Main Management ETF Advisors

Healthcare Of Ontario Pension Plan Trust Fund

Global Assets Advisory

View all funds holding iShares NASDAQ Biotechnology Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z