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Atria Wealth Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Atria Wealth Solutions’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 		$703K Sell
5,502
-7,742
-58% -$950K 0.02% 774
2025
Q1 		$1.69M Sell
13,244
-4,137
-24% -$561K 0.02% 693
2024
Q4 		$2.3M Sell
17,381
-2,079
-11% -$292K 0.03% 598
2024
Q3 		$2.83M Sell
19,460
-1,461
-7% -$211K 0.03% 513
2024
Q2 		$2.87M Sell
20,921
-6,737
-24% -$899K 0.03% 503
2024
Q1 		$3.8M Sell
27,658
-13,323
-33% -$1.82M 0.04% 418
2023
Q4 		$5.57M Sell
40,981
-2,115
-5% -$258K 0.07% 288
2023
Q3 		$5.27M Sell
43,096
-5,945
-12% -$756K 0.07% 277
2023
Q2 		$6.23M Sell
49,041
-2,043
-4% -$265K 0.08% 232
2023
Q1 		$6.6M Sell
51,084
-5,732
-10% -$750K 0.1% 204
2022
Q4 		$7.46M Sell
56,816
-4,408
-7% -$570K 0.12% 183
2022
Q3 		$7.16M Buy
61,224
+1,711
+3% +$212K 0.12% 174
2022
Q2 		$7M Buy
59,513
+10,632
+22% +$1.26M 0.13% 168
2022
Q1 		$6.37M Buy
+48,881
New +$6.37M 0.11% 207

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Atria Wealth Solutions's IBB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Biotechnology ETF (IBB) stake by 58% in Q2 2025, selling an estimated $950K and leaving 5,502 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #774.

Atria Wealth Solutions first reported a position in IBB in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.46M in Q4 2022. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Atria Wealth Solutions held 5,502 shares of iShares Biotechnology ETF worth $703K as of Q2 2025.
  • Atria Wealth Solutions sold 7,742 iShares Biotechnology ETF shares in Q2 2025, an estimated $950K.
  • iShares Biotechnology ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #774 holding.
  • Atria Wealth Solutions first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Biotechnology ETF position peaked at $7.46M in Q4 2022.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.