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Clarus Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Clarus 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
Q2 		– Sell
-10,831
Closed -$1.28M – 91
2025
Q1 		$1.28M Sell
10,831
-552
-5% -$74.8K 0.69% 38
2024
Q4 		$1.53M Buy
11,383
+161
+1% +$22.6K 0.76% 39
2024
Q3 		$1.6M Sell
11,222
-121
-1% -$17.5K 0.81% 37
2024
Q2 		$1.59M Buy
11,343
+419
+4% +$55.9K 0.85% 32
2024
Q1 		$1.44M Buy
10,924
+529
+5% +$72.2K 0.82% 34
2023
Q4 		$1.4M Buy
+10,395
New +$1.27M 0.83% 33
2023
Q2 		$1.21M Buy
9,744
+1,047
+12% +$136K 0.74% 35
2023
Q1 		$1.14M Buy
+8,697
New +$1.14M 0.72% 35
2022
Q1 		– Sell
-8,046
Closed -$1.14M – 118
2021
Q4 		$1.14M Buy
8,046
+1,074
+15% +$166K 0.66% 34
2021
Q3 		$1.09M Buy
6,972
+442
+7% +$74.4K 0.67% 34
2021
Q2 		$1.06M Buy
6,530
+385
+6% +$59.3K 0.66% 34
2021
Q1 		$914K Sell
6,145
-155
-2% -$24.6K 0.57% 36
2020
Q4 		$995K Buy
6,300
+170
+3% +$24.3K 0.66% 32
2020
Q3 		$845K Buy
6,130
+57
+0.9% +$7.73K 0.65% 33
2020
Q2 		$851K Sell
6,073
-519
-8% -$66.2K 0.72% 31
2020
Q1 		$700K Buy
6,592
+347
+6% +$40K 0.7% 36
2019
Q4 		$756K Buy
+6,245
New +$697K 0.5% 52
2019
Q3 		– Sell
-1,368
Closed -$149K – 325
2019
Q2 		$149K Sell
1,368
-3,856
-74% -$410K 0.11% 143
2019
Q1 		$584K Buy
5,224
+4,984
+2,077% +$547K 0.44% 32
2018
Q4 		$23K Sell
240
-12,682
-98% -$1.35M 0.04% 380
2018
Q3 		$1.58M Buy
12,922
+526
+4% +$61.9K 1.03% 13
2018
Q2 		$1.32M Hold
12,396
– – 1% 12
2018
Q1 		$1.32M Buy
12,396
+4,094
+49% +$454K 1.22% 12
2017
Q4 		$886K Buy
+8,302
New +$887K 0.85% 19

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Clarus Wealth Advisors's IBB Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 10,831 shares — an estimated $1.28M sold.

Clarus Wealth Advisors first reported a position in IBB in Q4 2017 and held it in 24 quarters. The position peaked at $1.6M in Q3 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Clarus Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 10,831 iShares Biotechnology ETF shares in Q2 2025, an estimated $1.28M.
  • Clarus Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 24 quarters.
  • Clarus Wealth Advisors's iShares Biotechnology ETF position peaked at $1.6M in Q3 2024.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.