Financial Gravity Companies’s iShares Biotechnology ETF IBB Stock Holding History

Financial Gravity Companies’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	$29.2K	Buy	+231	New	+$28.4K	0.01%	384
2024 Q4	$793	Buy	6 +2	+50%	+$281	﹤0.01%	829
2024 Q3	$582	Buy	+4	New	+$579	﹤0.01%	577
2018 Q4	$1K	Buy	+6	New	+$637	﹤0.01%	1109
2018 Q1	$16K	Buy	154 +4	+3%	+$443	0.02%	525
2017 Q4	$17K	Buy	+150	New	+$16K	0.02%	501

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Financial Gravity Companies's IBB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Biotechnology ETF (IBB) in Q2 2025: 231 shares worth $29.2K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBB as recently as Q4 2024.

Financial Gravity Companies first reported a position in IBB in Q4 2017 and has held it in 6 quarters since. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Financial Gravity Companies held 231 shares of iShares Biotechnology ETF worth $29.2K as of Q2 2025.
iShares Biotechnology ETF was a new Financial Gravity Companies position in Q2 2025.
iShares Biotechnology ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #384 holding.
Financial Gravity Companies first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 6 quarters since.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.