Finivi Inc’s iShares Biotechnology ETF IBB Stock Holding History

Finivi Inc’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
2024 Q4	–	Sell	-5,022	Closed	-$731K	–	91
2024 Q3	$731K	Buy	+5,022	New	+$727K	0.59%	41

Other funds holding IBB

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Finivi Inc's IBB Position: Q4 2024 in Review

Finivi Inc sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 5,022 shares — an estimated $731K sold.

Finivi Inc first reported a position in IBB in Q3 2024 and held it in 1 quarter. The position peaked at $731K in Q3 2024. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

Finivi Inc reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
Finivi Inc sold 5,022 iShares Biotechnology ETF shares in Q4 2024, an estimated $731K.
Finivi Inc first reported a position in iShares Biotechnology ETF in Q3 2024 and held it in 1 quarter.
Finivi Inc's iShares Biotechnology ETF position peaked at $731K in Q3 2024.
874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Finivi Inc's 13F filing for Q4 2024, filed 19 Dec 2025.