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Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Financial 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 		$241K Hold
1,667
– – 0.04% 75
2025
Q2 		$211K Hold
1,667
– – 0.04% 75
2025
Q1 		$213K Sell
1,667
-77
-4% -$10.4K 0.04% 77
2024
Q4 		$231K Hold
1,744
– – 0.04% 76
2024
Q3 		$254K Hold
1,744
– – 0.05% 72
2024
Q2 		$239K Hold
1,744
– – 0.05% 67
2024
Q1 		$239K Hold
1,744
– – 0.05% 69
2023
Q4 		$237K Sell
1,744
-22
-1% -$2.68K 0.05% 64
2023
Q3 		$216K Hold
1,766
– – 0.05% 67
2023
Q2 		$224K Hold
1,766
– – 0.05% 70
2023
Q1 		$228K Hold
1,766
– – 0.06% 71
2022
Q4 		$232K Sell
1,766
-496
-22% -$64.1K 0.06% 67
2022
Q3 		$269K Sell
2,262
-1
-0% -$124 0.09% 57
2022
Q2 		$266K Hold
2,263
– – 0.09% 62
2022
Q1 		$295K Hold
2,263
– – 0.09% 64
2021
Q4 		$345K Hold
2,263
– – 0.11% 59
2021
Q3 		$366K Hold
2,263
– – 0.12% 57
2021
Q2 		$370K Sell
2,263
-45
-2% -$6.93K 0.13% 57
2021
Q1 		$348K Buy
2,308
+46
+2% +$7.31K 0.14% 56
2020
Q4 		$343K Hold
2,262
– – 0.15% 53
2020
Q3 		$306K Sell
2,262
-15
-0.7% -$2.04K 0.16% 51
2020
Q2 		$311K Hold
2,277
– – 0.17% 47
2020
Q1 		$245K Sell
2,277
-84
-4% -$9.67K 0.17% 51
2019
Q4 		$285K Sell
2,361
-82
-3% -$9.15K 0.16% 50
2019
Q3 		$243K Buy
2,443
+22
+0.9% +$2.3K 0.15% 55
2019
Q2 		$264K Hold
2,421
– – 0.17% 53
2019
Q1 		$271K Hold
2,421
– – 0.19% 52
2018
Q4 		$233K Buy
+2,421
New +$257K 0.19% 52

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advisors's IBB Position: Q3 2025 in Review

Financial Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2025 at 1,667 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #75.

Financial Advisors first reported a position in IBB in Q4 2018 and has held it in 28 quarters since. The position peaked at $370K in Q2 2021. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Financial Advisors held 1,667 shares of iShares Biotechnology ETF worth $241K as of Q3 2025.
  • Financial Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2025.
  • iShares Biotechnology ETF made up 0.04% of Financial Advisors's portfolio in Q3 2025, its #75 holding.
  • Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's iShares Biotechnology ETF position peaked at $370K in Q2 2021.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.