Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Biotechnology ETF IBB Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-2,888
Closed -$417K – 837
2025
Q3 		$417K Sell
2,888
-1,298
-31% -$177K ﹤0.01% 1095
2025
Q2 		$530K Buy
4,186
+79
+2% +$9.7K ﹤0.01% 950
2025
Q1 		$525K Sell
4,107
-32
-0.8% -$4.34K ﹤0.01% 888
2024
Q4 		$547K Sell
4,139
-53
-1% -$7.45K ﹤0.01% 867
2024
Q3 		$550K Buy
4,192
+1,154
+38% +$167K ﹤0.01% 740
2024
Q2 		$417K Sell
3,038
-264
-8% -$35.2K ﹤0.01% 678
2024
Q1 		$453K Sell
3,302
-448
-12% -$61.2K 0.01% 521
2023
Q4 		$509K Sell
3,750
-119
-3% -$14.5K 0.01% 328
2023
Q3 		$473K Buy
3,869
+3
+0.1% +$382 0.01% 332
2023
Q2 		$491K Sell
3,866
-163
-4% -$21.2K 0.01% 340
2023
Q1 		$520K Buy
4,029
+1,351
+50% +$177K 0.01% 344
2022
Q4 		$352K Sell
2,678
-1,541
-37% -$199K 0.01% 349
2022
Q3 		$493K Sell
4,219
-131
-3% -$16.3K 0.01% 324
2022
Q2 		$512K Sell
4,350
-615
-12% -$73K 0.01% 336
2022
Q1 		$647K Sell
4,965
-11,172
-69% -$1.46M 0.01% 325
2021
Q4 		$2.44M Buy
16,137
+2,132
+15% +$330K 0.06% 198
2021
Q3 		$2.26M Sell
14,005
-499
-3% -$84K 0.05% 223
2021
Q2 		$2.37M Buy
14,504
+3,918
+37% +$604K 0.05% 224
2021
Q1 		$1.59M Sell
10,586
-5,451
-34% -$866K 0.04% 231
2020
Q4 		$2.43M Sell
16,037
-691
-4% -$98.8K 0.06% 192
2020
Q3 		$2.27M Sell
16,728
-629
-4% -$85.3K 0.06% 187
2020
Q2 		$2.37M Sell
17,357
-3,923
-18% -$500K 0.07% 173
2020
Q1 		$2.29M Sell
21,280
-5,322
-20% -$613K 0.08% 162
2019
Q4 		$3.21M Sell
26,602
-2,092
-7% -$233K 0.09% 153
2019
Q3 		$2.85M Buy
28,694
+1,824
+7% +$191K 0.09% 158
2019
Q2 		$2.93M Buy
26,870
+2,910
+12% +$310K 0.09% 159
2019
Q1 		$2.68M Buy
+23,960
New +$2.63M 0.08% 165

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's IBB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Biotechnology ETF (IBB) in Q4 2025, closing a stake of 2,888 shares — an estimated $417K sold.

Kovitz Investment Group Partners first reported a position in IBB in Q1 2019 and held it in 27 quarters. The position peaked at $3.21M in Q4 2019. 957 funds tracked by Wall St. Rank hold IBB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Biotechnology ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,888 iShares Biotechnology ETF shares in Q4 2025, an estimated $417K.
  • Kovitz Investment Group Partners first reported a position in iShares Biotechnology ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's iShares Biotechnology ETF position peaked at $3.21M in Q4 2019.
  • 957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.