Atticus Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Atticus Wealth Management’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	-75	Closed	-$9.49K	–	390
2025 Q2	$9.49K	Hold	75	–	–	﹤0.01%	482
2025 Q1	$9.59K	Hold	75	–	–	﹤0.01%	386
2024 Q4	$9.92K	Hold	75	–	–	﹤0.01%	392
2024 Q3	$10.9K	Hold	75	–	–	﹤0.01%	377
2024 Q2	$10.3K	Hold	75	–	–	﹤0.01%	382
2024 Q1	$10.3K	Hold	75	–	–	﹤0.01%	395
2023 Q4	$10.2K	Hold	75	–	–	﹤0.01%	401
2023 Q3	$9.17K	Hold	75	–	–	﹤0.01%	413
2023 Q2	$9.52K	Buy	+75	New	+$9.74K	﹤0.01%	404
2021 Q3	–	Sell	-1,253	Closed	-$205K	–	425
2021 Q2	$205K	Buy	1,253 +1	+0.1%	+$154	0.09%	110
2021 Q1	$188K	Buy	1,252 +207	+20%	+$32.9K	0.09%	112
2020 Q4	$158K	Buy	1,045 +161	+18%	+$23K	0.08%	121
2020 Q3	$120K	Buy	884 +110	+14%	+$14.9K	0.07%	119
2020 Q2	$106K	Buy	774 +49	+7%	+$6.25K	0.07%	127
2020 Q1	$78K	Buy	725 +275	+61%	+$31.7K	0.06%	135
2019 Q4	$54K	Buy	+450	New	+$50.2K	0.03%	172

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

Atticus Wealth Management's IBB Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 75 shares — an estimated $9.49K sold.

Atticus Wealth Management first reported a position in IBB in Q4 2019 and held it in 16 quarters. The position peaked at $205K in Q2 2021. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 75 iShares Biotechnology ETF shares in Q3 2025, an estimated $9.49K.
Atticus Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 16 quarters.
Atticus Wealth Management's iShares Biotechnology ETF position peaked at $205K in Q2 2021.
803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.