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Pinnacle Family Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Pinnacle Family 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
Q2 		– Sell
-23,806
Closed -$3.04M – 127
2025
Q1 		$3.04M Sell
23,806
-167
-0.7% -$22.6K 1.66% 16
2024
Q4 		$3.17M Buy
23,973
+986
+4% +$139K 1.53% 17
2024
Q3 		$3.35M Buy
+22,987
New +$3.33M 1.73% 17

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

Pinnacle Family Advisors's IBB Position: Q2 2025 in Review

Pinnacle Family Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 23,806 shares — an estimated $3.04M sold.

Pinnacle Family Advisors first reported a position in IBB in Q3 2024 and held it in 3 quarters. The position peaked at $3.35M in Q3 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Pinnacle Family Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 23,806 iShares Biotechnology ETF shares in Q2 2025, an estimated $3.04M.
  • Pinnacle Family Advisors first reported a position in iShares Biotechnology ETF in Q3 2024 and held it in 3 quarters.
  • Pinnacle Family Advisors's iShares Biotechnology ETF position peaked at $3.35M in Q3 2024.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Pinnacle Family Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.