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Leo Wealth LLC’s iShares Biotechnology ETF IBB Stock Holding History

Leo Wealth LLC’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
-2,363
Closed -$302K – 392
2025
Q1 		$302K Sell
2,363
-32
-1% -$4.34K 0.04% 221
2024
Q4 		$317K Sell
2,395
-3
-0.1% -$422 0.03% 282
2024
Q3 		$349K Sell
2,398
-249
-9% -$36K 0.03% 261
2024
Q2 		$363K Buy
2,647
+275
+12% +$36.7K 0.04% 254
2024
Q1 		$325K Buy
2,372
+23
+1% +$3.14K 0.03% 260
2023
Q4 		$319K Buy
+2,349
New +$287K 0.03% 255

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Leo Wealth LLC's IBB Position: Q2 2025 in Review

Leo Wealth LLC sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 2,363 shares — an estimated $302K sold.

Leo Wealth LLC first reported a position in IBB in Q4 2023 and held it in 6 quarters. The position peaked at $363K in Q2 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Leo Wealth LLC reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 2,363 iShares Biotechnology ETF shares in Q2 2025, an estimated $302K.
  • Leo Wealth LLC first reported a position in iShares Biotechnology ETF in Q4 2023 and held it in 6 quarters.
  • Leo Wealth LLC's iShares Biotechnology ETF position peaked at $363K in Q2 2024.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Leo Wealth LLC's 13F filing for Q2 2025, filed 24 Jul 2025.