Freedom Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Freedom 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
2024 Q4	–	Sell	-1,408	Closed	-$205K	–	782
2024 Q3	$205K	Sell	1,408 -1,720	-55%	-$249K	0.02%	713
2024 Q2	$429K	Sell	3,128 -5,489	-64%	-$733K	0.04%	476
2024 Q1	$1.18M	Sell	8,617 -2,055	-19%	-$281K	0.09%	209
2023 Q4	$1.45M	Buy	10,672 +1,011	+10%	+$123K	0.12%	161
2023 Q3	$1.18M	Sell	9,661 -3,324	-26%	-$423K	0.14%	168
2023 Q2	$1.65M	Buy	12,985 +9,040	+229%	+$1.17M	0.18%	123
2023 Q1	$510K	Sell	3,945 -6,469	-62%	-$847K	0.06%	400
2022 Q4	$1.37M	Sell	10,414 -644	-6%	-$83.2K	0.15%	174
2022 Q3	$1.29M	Sell	11,058 -10,717	-49%	-$1.33M	0.15%	174
2022 Q2	$2.56M	Buy	21,775 +9,477	+77%	+$1.12M	0.27%	86
2022 Q1	$1.6M	Buy	+12,298	New	+$1.6M	0.14%	186
2020 Q4	–	Sell	-23,369	Closed	-$3.16M	–	635
2020 Q3	$3.16M	Buy	+23,369	New	+$3.17M	0.34%	59
2017 Q4	–	Sell	-5,052	Closed	-$562K	–	1149
2017 Q3	$562K	Buy	+5,052	New	+$540K	0.03%	537
2015 Q4	–	Sell	-48,936	Closed	-$218K	–	787
2015 Q3	$218K	Buy	48,936 +45,573	+1,355%	+$5.47M	0.02%	587
2015 Q2	$414K	Buy	+3,363	New	+$403K	0.04%	400

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 $303B AUM 53.02% 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

Freedom Investment Management's IBB Position: Q4 2024 in Review

Freedom Investment Management sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 1,408 shares — an estimated $205K sold.

Freedom Investment Management first reported a position in IBB in Q2 2015 and held it in 15 quarters. The position peaked at $3.16M in Q3 2020. 875 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

Freedom Investment Management reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
Freedom Investment Management sold 1,408 iShares Biotechnology ETF shares in Q4 2024, an estimated $205K.
Freedom Investment Management first reported a position in iShares Biotechnology ETF in Q2 2015 and held it in 15 quarters.
Freedom Investment Management's iShares Biotechnology ETF position peaked at $3.16M in Q3 2020.
875 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.