Ameliora Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Ameliora Wealth Management’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	-175	Closed	-$22.4K	–	229
2025 Q1	$22.4K	Hold	175	–	–	0.01%	187
2024 Q4	$23.1K	Buy	+175	New	+$24.6K	0.01%	182
2024 Q3	–	Sell	-350	Closed	-$48K	–	175
2024 Q2	$48K	Hold	350	–	–	0.02%	120
2024 Q1	$48K	Hold	350	–	–	0.02%	133
2023 Q4	$47.5K	Hold	350	–	–	0.02%	118
2023 Q3	$42.8K	Hold	350	–	–	0.03%	128
2023 Q2	$44.4K	Hold	350	–	–	0.03%	125
2023 Q1	$45.2K	Hold	350	–	–	0.03%	139
2022 Q4	$46K	Hold	350	–	–	0.02%	146
2022 Q3	$41K	Sell	350 -6,750	-95%	-$838K	0.02%	151
2022 Q2	$835K	Hold	7,100	–	–	0.99%	19
2022 Q1	$851K	Hold	7,100	–	–	0.56%	22
2021 Q4	$987K	Buy	+7,100	New	+$1.1M	0.9%	17

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

Ameliora Wealth Management's IBB Position: Q2 2025 in Review

Ameliora Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 175 shares — an estimated $22.4K sold.

Ameliora Wealth Management first reported a position in IBB in Q4 2021 and held it in 13 quarters. The position peaked at $987K in Q4 2021. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Ameliora Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Ameliora Wealth Management sold 175 iShares Biotechnology ETF shares in Q2 2025, an estimated $22.4K.
Ameliora Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 13 quarters.
Ameliora Wealth Management's iShares Biotechnology ETF position peaked at $987K in Q4 2021.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.