Crewe Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Crewe 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 Q3	–	Sell	-82	Closed	-$10.4K	–	1008
2025 Q2	$10.4K	Hold	82	–	–	﹤0.01%	459
2025 Q1	$10.5K	Sell	82 -150	-65%	-$20.3K	﹤0.01%	423
2024 Q4	$30.7K	Hold	232	–	–	﹤0.01%	316
2024 Q3	$33.8K	Sell	232 -28	-11%	-$4.05K	﹤0.01%	343
2024 Q2	$35.7K	Hold	260	–	–	﹤0.01%	430
2024 Q1	$35.7K	Hold	260	–	–	﹤0.01%	412
2023 Q4	$35.3K	Buy	260 +78	+43%	+$9.52K	0.01%	141
2023 Q3	$22.3K	Hold	182	–	–	﹤0.01%	194
2023 Q2	$23.1K	Sell	182 -212	-54%	-$27.5K	﹤0.01%	333
2023 Q1	$50.9K	Buy	+394	New	+$51.6K	0.01%	307
2018 Q3	–	Sell	-12	Closed	-$1K	–	246
2018 Q2	$1K	Sell	12 -138	-92%	-$14.8K	﹤0.01%	248
2018 Q1	$16K	Hold	150	–	–	0.02%	201
2017 Q4	$16K	Buy	+150	New	+$16K	0.02%	202

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

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

Crewe Advisors's IBB Position: Q3 2025 in Review

Crewe Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 82 shares — an estimated $10.4K sold.

Crewe Advisors first reported a position in IBB in Q4 2017 and held it in 13 quarters. The position peaked at $50.9K in Q1 2023. 804 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

Crewe Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 82 iShares Biotechnology ETF shares in Q3 2025, an estimated $10.4K.
Crewe Advisors first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 13 quarters.
Crewe Advisors's iShares Biotechnology ETF position peaked at $50.9K in Q1 2023.
804 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.