Atlas Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Atlas Capital 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	$6.58K	Hold	52	–	–	﹤0.01%	801
2025 Q1	$6.65K	Hold	52	–	–	﹤0.01%	831
2024 Q4	$6.87K	Hold	52	–	–	﹤0.01%	804
2024 Q3	$7.57K	Hold	52	–	–	﹤0.01%	748
2024 Q2	$7.14K	Hold	52	–	–	﹤0.01%	762
2024 Q1	$7.13K	Hold	52	–	–	﹤0.01%	742
2023 Q4	$7.06K	Hold	52	–	–	﹤0.01%	774
2023 Q3	$6.36K	Hold	52	–	–	﹤0.01%	747
2023 Q2	$6.6K	Hold	52	–	–	﹤0.01%	769
2023 Q1	$6.72K	Hold	52	–	–	﹤0.01%	773
2022 Q4	$6.83K	Hold	52	–	–	﹤0.01%	765
2022 Q3	$6.08K	Hold	52	–	–	﹤0.01%	759
2022 Q2	$6.12K	Buy	+52	New	+$6.17K	﹤0.01%	826
2022 Q1	–	Sell	-700	Closed	-$107K	–	939
2021 Q4	$107K	Buy	700 +300	+75%	+$46.4K	0.02%	439
2021 Q3	$64.7K	Sell	400 -200	-33%	-$33.7K	0.01%	495
2021 Q2	$98.2K	Sell	600 -1,419	-70%	-$219K	0.02%	453
2021 Q1	$304K	Sell	2,019 -900	-31%	-$143K	0.06%	267
2020 Q4	$442K	Sell	2,919 -57	-2%	-$8.15K	0.09%	196
2020 Q3	$403K	Buy	+2,976	New	+$404K	0.1%	210

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

Atlas Capital Advisors's IBB Position: Q2 2025 in Review

Atlas Capital Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2025 at 52 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Atlas Capital Advisors first reported a position in IBB in Q3 2020 and has held it in 19 quarters since. The position peaked at $442K in Q4 2020. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Atlas Capital Advisors held 52 shares of iShares Biotechnology ETF worth $6.58K as of Q2 2025.
Atlas Capital Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2025.
iShares Biotechnology ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #801 holding.
Atlas Capital Advisors first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 19 quarters since.
Atlas Capital Advisors's iShares Biotechnology ETF position peaked at $442K in Q4 2020.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.