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Provident Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Provident Wealth Management’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
-20
Closed -$2.56K – 140
2025
Q1 		$2.56K Hold
20
– – ﹤0.01% 126
2024
Q4 		$2.64K Buy
+20
New +$2.81K ﹤0.01% 115
2024
Q2 		– Sell
-68
Closed -$9.33K – 120
2024
Q1 		$9.33K Buy
+68
New +$9.29K ﹤0.01% 98
2021
Q1 		– Sell
-12,245
Closed -$1.85M – 70
2020
Q4 		$1.85M Buy
12,245
+386
+3% +$55.2K 2.15% 20
2020
Q3 		$1.61M Buy
+11,859
New +$1.61M 1.86% 21

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

Provident Wealth Management's IBB Position: Q2 2025 in Review

Provident Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 20 shares — an estimated $2.56K sold.

Provident Wealth Management first reported a position in IBB in Q3 2020 and held it in 5 quarters. The position peaked at $1.85M in Q4 2020. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Provident Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
  • Provident Wealth Management sold 20 iShares Biotechnology ETF shares in Q2 2025, an estimated $2.56K.
  • Provident Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 5 quarters.
  • Provident Wealth Management's iShares Biotechnology ETF position peaked at $1.85M in Q4 2020.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Provident Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.