Douglass Winthrop Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Douglass Winthrop 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	-1,835	Closed	-$235K	–	285
2025 Q1	$235K	Sell	1,835 -155	-8%	-$21K	﹤0.01%	261
2024 Q4	$263K	Buy	1,990 +50	+3%	+$7.03K	0.01%	260
2024 Q3	$282K	Hold	1,940	–	–	0.01%	254
2024 Q2	$266K	Hold	1,940	–	–	0.01%	246
2024 Q1	$266K	Buy	+1,940	New	+$265K	0.01%	253
2015 Q4	–	Sell	-2,655	Closed	-$268K	–	239
2015 Q3	$268K	Buy	2,655 +525	+25%	+$63K	0.02%	203
2015 Q2	$244K	Hold	2,130	–	–	0.02%	230
2015 Q1	$244K	Buy	+2,130	New	+$235K	0.02%	230

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

Douglass Winthrop Advisors's IBB Position: Q2 2025 in Review

Douglass Winthrop Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 1,835 shares — an estimated $235K sold.

Douglass Winthrop Advisors first reported a position in IBB in Q1 2015 and held it in 8 quarters. The position peaked at $282K in Q3 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Douglass Winthrop Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Douglass Winthrop Advisors sold 1,835 iShares Biotechnology ETF shares in Q2 2025, an estimated $235K.
Douglass Winthrop Advisors first reported a position in iShares Biotechnology ETF in Q1 2015 and held it in 8 quarters.
Douglass Winthrop Advisors's iShares Biotechnology ETF position peaked at $282K in Q3 2024.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.