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Oliver Lagore Vanvalin Investment Group’s iShares Biotechnology ETF IBB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		– Hold
0
– – – 647
2024
Q4 		$11.6K Buy
+87
New +$12.2K ﹤0.01% 428
2024
Q3 		– Hold
0
– – – 669
2024
Q2 		– Hold
0
– – – 715
2024
Q1 		– Hold
0
– – – 718

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

Oliver Lagore Vanvalin Investment Group's IBB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group held its iShares Biotechnology ETF (IBB) position steady in Q2 2025 at 0 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Oliver Lagore Vanvalin Investment Group first reported a position in IBB in Q4 2024 and has held it in 1 quarter since. The position peaked at $11.6K in Q4 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 0 shares of iShares Biotechnology ETF worth $59 as of Q2 2025.
  • Oliver Lagore Vanvalin Investment Group left its iShares Biotechnology ETF share count unchanged in Q2 2025.
  • iShares Biotechnology ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #647 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 1 quarter since.
  • Oliver Lagore Vanvalin Investment Group's iShares Biotechnology ETF position peaked at $11.6K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.