EWG Elevate’s iShares Biotechnology ETF IBB Stock Holding History

EWG Elevate’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	$313K	Sell	2,170 -480	-18%	-$65.5K	0.1%	93
2025 Q2	$335K	Hold	2,650	–	–	0.1%	114
2025 Q1	$339K	Sell	2,650 -95	-3%	-$12.9K	0.13%	93
2024 Q4	$363K	Hold	2,745	–	–	0.11%	111
2024 Q3	$400K	Hold	2,745	–	–	0.16%	76
2024 Q2	$377K	Buy	2,745 +180	+7%	+$24K	0.14%	97
2024 Q1	$352K	Buy	+2,565	New	+$350K	0.13%	92
2023 Q1	–	Sell	-7	Closed	-$919	–	370
2022 Q4	$919	Buy	+7	New	+$905	﹤0.01%	674
2020 Q3	–	Sell	-29,263	Closed	-$4M	–	67
2020 Q2	$4M	Buy	+29,263	New	+$3.73M	2.7%	16

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWG Elevate's IBB Position: Q3 2025 in Review

EWG Elevate reduced its iShares Biotechnology ETF (IBB) stake by 18% in Q3 2025, selling an estimated $65.5K and leaving 2,170 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #93.

EWG Elevate first reported a position in IBB in Q2 2020 and has held it in 9 quarters since. The position peaked at $4M in Q2 2020. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

EWG Elevate held 2,170 shares of iShares Biotechnology ETF worth $313K as of Q3 2025.
EWG Elevate sold 480 iShares Biotechnology ETF shares in Q3 2025, an estimated $65.5K.
iShares Biotechnology ETF made up 0.1% of EWG Elevate's portfolio in Q3 2025, its #93 holding.
EWG Elevate first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 9 quarters since.
EWG Elevate's iShares Biotechnology ETF position peaked at $4M in Q2 2020.
803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.