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MB, Levis & Associates’s iShares Biotechnology ETF IBB Stock Holding History

MB, Levis & Associates’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 		– Sell
-552
Closed -$69.8K – 273
2025
Q2 		$69.8K Hold
552
– – 0.03% 108
2025
Q1 		$70.6K Hold
552
– – 0.03% 105
2024
Q4 		$73K Hold
552
– – 0.04% 102
2024
Q3 		$80.4K Hold
552
– – 0.04% 97
2024
Q2 		$75.8K Hold
552
– – 0.04% 98
2024
Q1 		$75.7K Hold
552
– – 0.04% 98
2023
Q4 		$75K Sell
552
-319
-37% -$38.9K 0.04% 95
2023
Q3 		$107K Hold
871
– – 0.07% 73
2023
Q2 		$111K Hold
871
– – 0.07% 76
2023
Q1 		$112K Sell
871
-77
-8% -$10.1K 0.08% 75
2022
Q4 		$124K Buy
+948
New +$123K 0.1% 64

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MB, Levis & Associates's IBB Position: Q3 2025 in Review

MB, Levis & Associates sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 552 shares — an estimated $69.8K sold.

MB, Levis & Associates first reported a position in IBB in Q4 2022 and held it in 11 quarters. The position peaked at $124K in Q4 2022. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • MB, Levis & Associates reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 552 iShares Biotechnology ETF shares in Q3 2025, an estimated $69.8K.
  • MB, Levis & Associates first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 11 quarters.
  • MB, Levis & Associates's iShares Biotechnology ETF position peaked at $124K in Q4 2022.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.