Investment Research & Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Investment Research & Advisory Group’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	–	Sell	-642	Closed	-$82.1K	–	260
2025 Q1	$82.1K	Hold	642	–	–	0.03%	99
2024 Q4	$84.9K	Hold	642	–	–	0.04%	94
2024 Q3	$93.5K	Hold	642	–	–	0.04%	85
2024 Q2	$88.1K	Hold	642	–	–	0.04%	82
2024 Q1	$88.1K	Hold	642	–	–	0.04%	84
2023 Q4	$87.2K	Hold	642	–	–	0.04%	84
2023 Q3	$78.5K	Hold	642	–	–	0.04%	84
2023 Q2	$81.5K	Hold	642	–	–	0.05%	84
2023 Q1	$82.9K	Hold	642	–	–	0.05%	81
2022 Q4	$84.3K	Hold	642	–	–	0.06%	80
2022 Q3	$75K	Hold	642	–	–	0.06%	85
2022 Q2	$76K	Hold	642	–	–	0.06%	88
2022 Q1	$84K	Hold	642	–	–	0.05%	95
2021 Q4	$98K	Hold	642	–	–	0.06%	82
2021 Q3	$104K	Hold	642	–	–	0.07%	79
2021 Q2	$105K	Hold	642	–	–	0.07%	84
2021 Q1	$97K	Hold	642	–	–	0.07%	75
2020 Q4	$97K	Hold	642	–	–	0.07%	75
2020 Q3	$87K	Hold	642	–	–	0.07%	75
2020 Q2	$87K	Hold	642	–	–	0.08%	71
2020 Q1	$69K	Hold	642	–	–	0.06%	77
2019 Q4	$77K	Buy	+642	New	+$71.6K	0.07%	85

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

Investment Research & Advisory Group's IBB Position: Q2 2025 in Review

Investment Research & Advisory Group sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 642 shares — an estimated $82.1K sold.

Investment Research & Advisory Group first reported a position in IBB in Q4 2019 and held it in 22 quarters. The position peaked at $105K in Q2 2021. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Investment Research & Advisory Group reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 642 iShares Biotechnology ETF shares in Q2 2025, an estimated $82.1K.
Investment Research & Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 22 quarters.
Investment Research & Advisory Group's iShares Biotechnology ETF position peaked at $105K in Q2 2021.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Investment Research & Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.