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Pacific Capital Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Pacific Capital 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 		– Sell
-2,211
Closed -$283K – 81
2025
Q2 		$283K Sell
2,211
-17,413
-89% -$2.14M 0.05% 67
2025
Q1 		$2.51M Sell
19,624
-32,624
-62% -$4.42M 0.43% 26
2024
Q4 		$6.91M Sell
52,248
-11,136
-18% -$1.57M 1.15% 15
2024
Q3 		$9.23M Sell
63,384
-717
-1% -$104K 1.55% 13
2024
Q2 		$8.8M Buy
64,101
+13,627
+27% +$1.82M 1.61% 13
2024
Q1 		$6.93M Sell
50,474
-1,270
-2% -$173K 1.63% 14
2023
Q4 		$7.03M Sell
51,744
-11,951
-19% -$1.46M 1.78% 13
2023
Q3 		$7.79M Sell
63,695
-6,121
-9% -$778K 2.18% 11
2023
Q2 		$8.86M Sell
69,816
-1,320
-2% -$171K 2.25% 13
2023
Q1 		$9.19M Buy
71,136
+1,027
+1% +$134K 2.36% 13
2022
Q4 		$9.2M Buy
70,109
+4,265
+6% +$551K 2.38% 13
2022
Q3 		$7.7M Buy
65,844
+5,409
+9% +$672K 2.1% 14
2022
Q2 		$7.11M Buy
+60,435
New +$7.17M 1.97% 14

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

Pacific Capital Wealth Advisors's IBB Position: Q3 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 2,211 shares — an estimated $283K sold.

Pacific Capital Wealth Advisors first reported a position in IBB in Q2 2022 and held it in 13 quarters. The position peaked at $9.23M in Q3 2024. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Pacific Capital Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 2,211 iShares Biotechnology ETF shares in Q3 2025, an estimated $283K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2022 and held it in 13 quarters.
  • Pacific Capital Wealth Advisors's iShares Biotechnology ETF position peaked at $9.23M in Q3 2024.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.