IWN
IBB icon

Independent Wealth Network’s iShares Biotechnology ETF IBB Stock Holding History

Independent Wealth Network’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
-3,363
Closed -$426K – 284
2025
Q2 		$426K Sell
3,363
-93
-3% -$11.4K 0.15% 154
2025
Q1 		$442K Sell
3,456
-76
-2% -$10.3K 0.18% 139
2024
Q4 		$467K Sell
3,532
-110
-3% -$15.5K 0.19% 134
2024
Q3 		$530K Sell
3,642
-84
-2% -$12.2K 0.23% 113
2024
Q2 		$511K Sell
3,726
-101
-3% -$13.5K 0.24% 111
2024
Q1 		$525K Buy
3,827
+349
+10% +$47.7K 0.25% 112
2023
Q4 		$473K Buy
3,478
+245
+8% +$29.9K 0.25% 109
2023
Q3 		$395K Sell
3,233
-16
-0.5% -$2.04K 0.24% 108
2023
Q2 		$413K Sell
3,249
-190
-6% -$24.7K 0.25% 106
2023
Q1 		$444K Sell
3,439
-99
-3% -$13K 0.28% 86
2022
Q4 		$465K Sell
3,538
-1
-0% -$129 0.32% 74
2022
Q3 		$414K Sell
3,539
-129
-4% -$16K 0.32% 76
2022
Q2 		$431K Sell
3,668
-138
-4% -$16.4K 0.31% 83
2022
Q1 		$496K Buy
3,806
+163
+4% +$21.2K 0.31% 86
2021
Q4 		$556K Buy
3,643
+65
+2% +$10.1K 0.34% 81
2021
Q3 		$590K Buy
+3,578
New +$602K 0.39% 68

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

Independent Wealth Network's IBB Position: Q3 2025 in Review

Independent Wealth Network sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 3,363 shares — an estimated $426K sold.

Independent Wealth Network first reported a position in IBB in Q3 2021 and held it in 16 quarters. The position peaked at $590K in Q3 2021. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Independent Wealth Network reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Wealth Network sold 3,363 iShares Biotechnology ETF shares in Q3 2025, an estimated $426K.
  • Independent Wealth Network first reported a position in iShares Biotechnology ETF in Q3 2021 and held it in 16 quarters.
  • Independent Wealth Network's iShares Biotechnology ETF position peaked at $590K in Q3 2021.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Independent Wealth Network's 13F filing for Q3 2025, filed 15 Oct 2025.