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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
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