ORG Partners’s iShares Biotechnology ETF IBB Stock Holding History

ORG Partners’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	-74	Closed	-$9.78K	–	1488
2024 Q4	$9.78K	Hold	74	–	–	﹤0.01%	898
2024 Q3	$10.8K	Sell	74 -1,671	-96%	-$242K	﹤0.01%	774
2024 Q2	$239K	Buy	+1,745	New	+$233K	0.03%	386
2024 Q1	–	Sell	-74	Closed	-$10.1K	–	759
2023 Q4	$10.1K	Buy	+74	New	+$9.03K	﹤0.01%	763
2023 Q3	–	Sell	-700	Closed	-$88.4K	–	1472
2023 Q2	$88.4K	Buy	+700	New	+$90.9K	0.01%	555

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ORG Partners's IBB Position: Q1 2025 in Review

ORG Partners sold out of iShares Biotechnology ETF (IBB) in Q1 2025, closing a stake of 74 shares — an estimated $9.78K sold.

ORG Partners first reported a position in IBB in Q2 2023 and held it in 5 quarters. The position peaked at $239K in Q2 2024. 831 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

ORG Partners reported no remaining iShares Biotechnology ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 74 iShares Biotechnology ETF shares in Q1 2025, an estimated $9.78K.
ORG Partners first reported a position in iShares Biotechnology ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares Biotechnology ETF position peaked at $239K in Q2 2024.
831 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.