CWM
IBB icon

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

Centricity 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
Q2 		$52.5K Hold
415
– – 0.04% 166
2025
Q1 		$53.1K Hold
415
– – 0.05% 163
2024
Q4 		$54.9K Buy
+415
New +$58.3K 0.05% 159

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

Centricity Wealth Management's IBB Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2025 at 415 shares worth $52.5K. The position accounts for 0.04% of the portfolio, ranked #166.

Centricity Wealth Management first reported a position in IBB in Q4 2024 and has held it in 3 quarters since. The position peaked at $54.9K in Q4 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Centricity Wealth Management held 415 shares of iShares Biotechnology ETF worth $52.5K as of Q2 2025.
  • Centricity Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2025.
  • iShares Biotechnology ETF made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #166 holding.
  • Centricity Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares Biotechnology ETF position peaked at $54.9K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.