AF
IBB icon

Apexium Financial’s iShares Biotechnology ETF IBB Stock Holding History

Apexium Financial’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
Q3 		$1.88M Sell
13,003
-622
-5% -$84.9K 0.09% 93
2025
Q2 		$1.72M Sell
13,625
-3,082
-18% -$378K 0.09% 90
2025
Q1 		$2.14M Buy
16,707
+6,667
+66% +$904K 0.13% 82
2024
Q4 		$1.33M Buy
10,040
+7,919
+373% +$1.11M 0.08% 89
2024
Q3 		$309K Buy
2,121
+209
+11% +$30.2K 0.02% 185
2024
Q2 		$262K Sell
1,912
-57
-3% -$7.61K 0.02% 193
2024
Q1 		$270K Sell
1,969
-254
-11% -$34.7K 0.02% 190
2023
Q4 		$302K Buy
2,223
+82
+4% +$10K 0.02% 217
2023
Q3 		$262K Sell
2,141
-632
-23% -$80.4K 0.03% 183
2023
Q2 		$352K Sell
2,773
-134
-5% -$17.4K 0.03% 162
2023
Q1 		$375K Sell
2,907
-7
-0.2% -$916 0.04% 152
2022
Q4 		$383K Hold
2,914
– – 0.04% 146
2022
Q3 		$341K Buy
+2,914
New +$362K 0.04% 145
2021
Q4 		– Sell
-1,428
Closed -$231K – 98
2021
Q3 		$231K Hold
1,428
– – 0.13% 82
2021
Q2 		$234K Buy
1,428
+16
+1% +$2.46K 0.15% 72
2021
Q1 		$213K Buy
1,412
+54
+4% +$8.58K 0.16% 73
2020
Q4 		$206K Sell
1,358
-151
-10% -$21.6K 0.16% 71
2020
Q3 		$202K Buy
+1,509
New +$205K 0.16% 66

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apexium Financial's IBB Position: Q3 2025 in Review

Apexium Financial reduced its iShares Biotechnology ETF (IBB) stake by 4.6% in Q3 2025, selling an estimated $84.9K and leaving 13,003 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #93.

Apexium Financial first reported a position in IBB in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.14M in Q1 2025. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Apexium Financial held 13,003 shares of iShares Biotechnology ETF worth $1.88M as of Q3 2025.
  • Apexium Financial sold 622 iShares Biotechnology ETF shares in Q3 2025, an estimated $84.9K.
  • iShares Biotechnology ETF made up 0.09% of Apexium Financial's portfolio in Q3 2025, its #93 holding.
  • Apexium Financial first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 18 quarters since.
  • Apexium Financial's iShares Biotechnology ETF position peaked at $2.14M in Q1 2025.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.