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Financial Advocates Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-1,500
Closed -$190K – 301
2025
Q2 		$190K Buy
+1,500
New +$184K 0.02% 590

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 $303B AUM 53.02% 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 $1.81T AUM 41.13% 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 $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's IBB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 1,681 shares — an estimated $198K sold.

Financial Advocates Investment Management first reported a position in IBB in Q4 2017 and held it in 31 quarters. The position peaked at $2.3M in Q2 2021. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,681 iShares Biotechnology ETF shares in Q3 2025, an estimated $198K.
  • Financial Advocates Investment Management first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Biotechnology ETF position peaked at $2.3M in Q2 2021.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.