Acorn Financial Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

Acorn Financial Advisory Services’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
2025 Q2	–	Sell	-1,748	Closed	-$224K	–	202
2025 Q1	$224K	Hold	1,748	–	–	0.04%	173
2024 Q4	$231K	Sell	1,748 -861	-33%	-$121K	0.04%	184
2024 Q3	$380K	Hold	2,609	–	–	0.07%	134
2024 Q2	$358K	Hold	2,609	–	–	0.07%	134
2024 Q1	$358K	Hold	2,609	–	–	0.07%	136
2023 Q4	$355K	Hold	2,609	–	–	0.06%	182
2023 Q3	$319K	Hold	2,609	–	–	0.06%	185
2023 Q2	$331K	Buy	2,609 +23	+0.9%	+$2.99K	0.06%	182
2023 Q1	$334K	Hold	2,586	–	–	0.07%	167
2022 Q4	$340K	Sell	2,586 -390	-13%	-$50.4K	0.07%	163
2022 Q3	$347K	Sell	2,976 -255	-8%	-$31.7K	0.08%	155
2022 Q2	$379K	Hold	3,231	–	–	0.09%	142
2022 Q1	$421K	Hold	3,231	–	–	0.08%	149
2021 Q4	$494K	Hold	3,231	–	–	0.1%	136
2021 Q3	$523K	Buy	3,231 +75	+2%	+$12.6K	0.16%	129
2021 Q2	$515K	Sell	3,156 -396	-11%	-$61K	0.15%	144
2021 Q1	$531K	Sell	3,552 -53	-1%	-$8.42K	0.19%	120
2020 Q4	$545K	Hold	3,605	–	–	0.21%	120
2020 Q3	$487K	Sell	3,605 -123	-3%	-$16.7K	0.26%	109
2020 Q2	$508K	Sell	3,728 -219	-6%	-$27.9K	0.35%	101
2020 Q1	$427K	Buy	3,947 +15	+0.4%	+$1.73K	0.42%	87
2019 Q4	$474K	Buy	+3,932	New	+$439K	0.4%	83

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Acorn Financial Advisory Services's IBB Position: Q2 2025 in Review

Acorn Financial Advisory Services sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 1,748 shares — an estimated $224K sold.

Acorn Financial Advisory Services first reported a position in IBB in Q4 2019 and held it in 22 quarters. The position peaked at $545K in Q4 2020. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Acorn Financial Advisory Services reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,748 iShares Biotechnology ETF shares in Q2 2025, an estimated $224K.
Acorn Financial Advisory Services first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 22 quarters.
Acorn Financial Advisory Services's iShares Biotechnology ETF position peaked at $545K in Q4 2020.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2025, filed 28 Jul 2025.