KW
IBB icon

KWB Wealth’s iShares Biotechnology ETF IBB Stock Holding History

KWB Wealth’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
Q1 		– Sell
-3,200
Closed -$466K – 152
2024
Q4 		$466K Sell
3,200
-945
-23% -$133K 0.06% 92
2024
Q3 		$569K Buy
4,145
+329
+9% +$47.6K 0.07% 77
2024
Q2 		$524K Hold
3,816
– – 0.07% 77
2024
Q1 		$524K Buy
+3,816
New +$521K 0.07% 77

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

KWB Wealth's IBB Position: Q1 2025 in Review

KWB Wealth sold out of iShares Biotechnology ETF (IBB) in Q1 2025, closing a stake of 3,200 shares — an estimated $466K sold.

KWB Wealth first reported a position in IBB in Q1 2024 and held it in 4 quarters. The position peaked at $569K in Q3 2024. 831 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

  • KWB Wealth reported no remaining iShares Biotechnology ETF position as of Q1 2025 after selling out during the quarter.
  • KWB Wealth sold 3,200 iShares Biotechnology ETF shares in Q1 2025, an estimated $466K.
  • KWB Wealth first reported a position in iShares Biotechnology ETF in Q1 2024 and held it in 4 quarters.
  • KWB Wealth's iShares Biotechnology ETF position peaked at $569K in Q3 2024.
  • 831 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on KWB Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.