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

Congress 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	$1.21M	Buy	9,532 +1,474	+18%	+$181K	0.01%	664
2025 Q1	$1.03M	Buy	8,058 +5,642	+234%	+$765K	0.01%	628
2024 Q4	$319K	Buy	2,416 +241	+11%	+$33.9K	﹤0.01%	750
2024 Q3	$317K	Buy	2,175 +615	+39%	+$89K	﹤0.01%	716
2024 Q2	$214K	Sell	1,560 -75	-5%	-$10K	﹤0.01%	694
2024 Q1	$224K	Sell	1,635 -151	-8%	-$20.6K	﹤0.01%	555
2023 Q4	$243K	Sell	1,786 -382	-18%	-$46.6K	﹤0.01%	563
2023 Q3	$265K	Buy	+2,168	New	+$276K	0.01%	540

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Congress Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 18% in Q2 2025, buying an estimated $181K and bringing the position to 9,532 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #664.

Congress Wealth Management first reported a position in IBB in Q3 2023 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Congress Wealth Management held 9,532 shares of iShares Biotechnology ETF worth $1.21M as of Q2 2025.
Congress Wealth Management bought 1,474 iShares Biotechnology ETF shares in Q2 2025, an estimated $181K.
iShares Biotechnology ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #664 holding.
Congress Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2023 and has held it in 8 quarters since.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.