Knollwood Investment Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Knollwood Investment Advisory’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	-4,385	Closed	-$561K	–	358
2025 Q1	$561K	Sell	4,385 -3,999	-48%	-$542K	0.06%	240
2024 Q4	$1.11M	Hold	8,384	–	–	0.12%	178
2024 Q3	$1.22M	Hold	8,384	–	–	0.13%	173
2024 Q2	$1.15M	Sell	8,384 -3,650	-30%	-$487K	0.13%	172
2024 Q1	$1.65M	Hold	12,034	–	–	0.3%	62
2023 Q4	$1.63M	Hold	12,034	–	–	0.34%	57
2023 Q3	$1.47M	Hold	12,034	–	–	0.69%	42
2023 Q2	$1.53M	Hold	12,034	–	–	0.52%	51
2023 Q1	$1.55M	Hold	12,034	–	–	0.3%	56
2022 Q4	$1.58M	Buy	+12,034	New	+$1.56M	0.62%	47

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

Knollwood Investment Advisory's IBB Position: Q2 2025 in Review

Knollwood Investment Advisory sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 4,385 shares — an estimated $561K sold.

Knollwood Investment Advisory first reported a position in IBB in Q4 2022 and held it in 10 quarters. The position peaked at $1.65M in Q1 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Knollwood Investment Advisory reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Knollwood Investment Advisory sold 4,385 iShares Biotechnology ETF shares in Q2 2025, an estimated $561K.
Knollwood Investment Advisory first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 10 quarters.
Knollwood Investment Advisory's iShares Biotechnology ETF position peaked at $1.65M in Q1 2024.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Knollwood Investment Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.