Atlas Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Atlas Private Wealth 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 Q3	–	Sell	-2,278	Closed	-$288K	–	160
2025 Q2	$288K	Hold	2,278	–	–	0.04%	163
2025 Q1	$291K	Hold	2,278	–	–	0.04%	146
2024 Q4	$301K	Hold	2,278	–	–	0.04%	134
2024 Q3	$332K	Hold	2,278	–	–	0.05%	116
2024 Q2	$313K	Buy	+2,278	New	+$304K	0.05%	116
2024 Q1	–	Sell	-2,278	Closed	-$309K	–	133
2023 Q4	$309K	Hold	2,278	–	–	0.06%	120
2023 Q3	$279K	Hold	2,278	–	–	0.05%	148
2023 Q2	$289K	Buy	+2,278	New	+$296K	0.06%	150
2020 Q3	–	Sell	-215	Closed	-$29K	–	693
2020 Q2	$29K	Buy	+215	New	+$27.4K	0.03%	271

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Advisors's IBB Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 2,278 shares — an estimated $288K sold.

Atlas Private Wealth Advisors first reported a position in IBB in Q2 2020 and held it in 9 quarters. The position peaked at $332K in Q3 2024. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,278 iShares Biotechnology ETF shares in Q3 2025, an estimated $288K.
Atlas Private Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's iShares Biotechnology ETF position peaked at $332K in Q3 2024.
803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.