Arlington Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Arlington Financial Advisors’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	-16,861	Closed	-$2.16M	–	92
2025 Q1	$2.16M	Buy	16,861 +1,337	+9%	+$181K	0.38%	48
2024 Q4	$2.05M	Buy	+15,524	New	+$2.18M	0.41%	45
2024 Q1	–	Sell	-17,695	Closed	-$2.4M	–	80
2023 Q4	$2.4M	Buy	+17,695	New	+$2.16M	0.72%	39
2022 Q1	–	Sell	-2,874	Closed	-$439K	–	66
2021 Q4	$439K	Buy	+2,874	New	+$445K	0.15%	55

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

Arlington Financial Advisors's IBB Position: Q2 2025 in Review

Arlington Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 16,861 shares — an estimated $2.16M sold.

Arlington Financial Advisors first reported a position in IBB in Q4 2021 and held it in 4 quarters. The position peaked at $2.4M in Q4 2023. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Arlington Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Arlington Financial Advisors sold 16,861 iShares Biotechnology ETF shares in Q2 2025, an estimated $2.16M.
Arlington Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 4 quarters.
Arlington Financial Advisors's iShares Biotechnology ETF position peaked at $2.4M in Q4 2023.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Arlington Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.