Advisor Resource Council’s iShares Biotechnology ETF IBB Stock Holding History

Advisor Resource Council’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	-2,006	Closed	-$257K	–	360
2025 Q1	$257K	Buy	+2,006	New	+$272K	0.02%	500
2024 Q1	–	Sell	-1,553	Closed	-$211K	–	356
2023 Q4	$211K	Buy	+1,553	New	+$189K	0.02%	443
2022 Q3	–	Sell	-2,465	Closed	-$290K	–	298
2022 Q2	$290K	Buy	+2,465	New	+$293K	0.03%	381
2022 Q1	–	Sell	-1,733	Closed	-$265K	–	347
2021 Q4	$265K	Buy	+1,733	New	+$268K	0.02%	474

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

Advisor Resource Council's IBB Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 2,006 shares — an estimated $257K sold.

Advisor Resource Council first reported a position in IBB in Q4 2021 and held it in 4 quarters. The position peaked at $290K in Q2 2022. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Advisor Resource Council reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 2,006 iShares Biotechnology ETF shares in Q2 2025, an estimated $257K.
Advisor Resource Council first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 4 quarters.
Advisor Resource Council's iShares Biotechnology ETF position peaked at $290K in Q2 2022.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.