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Pursue Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Pursue Wealth 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
Q2 		– Sell
-11,137
Closed -$1.42M – 120
2025
Q1 		$1.42M Sell
11,137
-1,778
-14% -$241K 0.87% 36
2024
Q4 		$1.71M Sell
12,915
-4,654
-26% -$654K 0.98% 30
2024
Q3 		$2.56M Sell
17,569
-976
-5% -$141K 1.4% 25
2024
Q2 		$2.55M Buy
18,545
+213
+1% +$28.4K 1.39% 23
2024
Q1 		$2.52M Hold
18,332
– – 1.48% 21
2023
Q4 		$2.49M Sell
18,332
-6,907
-27% -$843K 1.61% 19
2023
Q3 		$3.09M Sell
25,239
-3,460
-12% -$440K 2.19% 17
2023
Q2 		$3.64M Sell
28,699
-9,090
-24% -$1.18M 2.29% 15
2023
Q1 		$4.88M Sell
37,789
-5,016
-12% -$657K 3.33% 3
2022
Q4 		$5.62M Buy
42,805
+1,000
+2% +$129K 4.34% 3
2022
Q3 		$4.89M Buy
41,805
+2,241
+6% +$278K 3.52% 5
2022
Q2 		$4.65M Sell
39,564
-603
-2% -$71.6K 2.96% 5
2022
Q1 		$5.38M Buy
40,167
+33,817
+533% +$4.41M 2.22% 13
2021
Q4 		$969K Buy
+6,350
New +$983K 0.37% 59

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

Pursue Wealth Partners's IBB Position: Q2 2025 in Review

Pursue Wealth Partners sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 11,137 shares — an estimated $1.42M sold.

Pursue Wealth Partners first reported a position in IBB in Q4 2021 and held it in 14 quarters. The position peaked at $5.62M in Q4 2022. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Pursue Wealth Partners reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 11,137 iShares Biotechnology ETF shares in Q2 2025, an estimated $1.42M.
  • Pursue Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 14 quarters.
  • Pursue Wealth Partners's iShares Biotechnology ETF position peaked at $5.62M in Q4 2022.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Pursue Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.