Lowe Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Lowe Wealth Advisors’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 Q3	$3.61K	Hold	25	–	–	﹤0.01%	311
2025 Q2	$3.16K	Hold	25	–	–	﹤0.01%	315
2025 Q1	$3.2K	Hold	25	–	–	﹤0.01%	316
2024 Q4	$3.31K	Hold	25	–	–	﹤0.01%	307
2024 Q3	$3.64K	Hold	25	–	–	﹤0.01%	266
2024 Q2	$3.43K	Hold	25	–	–	﹤0.01%	262
2024 Q1	$3.43K	Hold	25	–	–	﹤0.01%	261
2023 Q4	$3.4K	Hold	25	–	–	﹤0.01%	264
2023 Q3	$3.06K	Hold	25	–	–	﹤0.01%	256
2023 Q2	$3.17K	Hold	25	–	–	﹤0.01%	290
2023 Q1	$3.23K	Hold	25	–	–	﹤0.01%	277
2022 Q4	$3.28K	Hold	25	–	–	﹤0.01%	281
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	275
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	263
2022 Q1	$3K	Sell	25 -30	-55%	-$3.91K	﹤0.01%	272
2021 Q4	$8K	Buy	55 +30	+120%	+$4.64K	﹤0.01%	204
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	227
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	221
2021 Q1	$4K	Hold	25	–	–	﹤0.01%	215
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	210
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	218
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	208
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	208
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	222
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	233
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	231
2019 Q1	$2K	Sell	25 -100	-80%	-$11K	﹤0.01%	226
2018 Q4	$12K	Sell	125 -240	-66%	-$25.5K	0.01%	125
2018 Q3	$45K	Buy	365 +40	+12%	+$4.71K	0.03%	68
2018 Q2	$36K	Buy	+325	New	+$34.8K	0.02%	78
2015 Q2	–	Sell	-9	Closed	-$1K	–	232
2015 Q1	$1K	Buy	+9	New	+$993	﹤0.01%	209

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Wealth Advisors's IBB Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2025 at 25 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Lowe Wealth Advisors first reported a position in IBB in Q1 2015 and has held it in 31 quarters since. The position peaked at $45K in Q3 2018. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

Lowe Wealth Advisors held 25 shares of iShares Biotechnology ETF worth $3.61K as of Q3 2025.
Lowe Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2025.
iShares Biotechnology ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #311 holding.
Lowe Wealth Advisors first reported a position in iShares Biotechnology ETF in Q1 2015 and has held it in 31 quarters since.
Lowe Wealth Advisors's iShares Biotechnology ETF position peaked at $45K in Q3 2018.
803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.