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Richmond Brothers’s iShares Biotechnology ETF IBB Stock Holding History

Richmond Brothers’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
-2,913
Closed -$373K – 33
2025
Q1 		$373K Sell
2,913
-864
-23% -$117K 0.24% 27
2024
Q4 		$499K Sell
3,777
-2,602
-41% -$366K 0.32% 25
2024
Q3 		$929K Sell
6,379
-911
-12% -$132K 0.57% 26
2024
Q2 		$1M Sell
7,290
-959
-12% -$128K 1.98% 9
2024
Q1 		$1.13M Sell
8,249
-1,036
-11% -$141K 2.1% 8
2023
Q4 		$1.26M Sell
9,285
-2,331
-20% -$284K 2.2% 8
2023
Q3 		$1.42M Sell
11,616
-1,794
-13% -$228K 2.67% 8
2023
Q2 		$1.7M Sell
13,410
-3,314
-20% -$431K 2.76% 9
2023
Q1 		$2.16M Sell
16,724
-13,261
-44% -$1.74M 3.64% 8
2022
Q4 		$3.94M Sell
29,985
-15,190
-34% -$1.96M 5.52% 6
2022
Q3 		$5.28M Sell
45,175
-7,155
-14% -$889K 5.88% 5
2022
Q2 		$6.16M Sell
52,330
-6,179
-11% -$733K 6.3% 5
2022
Q1 		$7.63M Buy
58,509
+1,559
+3% +$203K 5.88% 5
2021
Q4 		$8.68M Buy
+56,950
New +$8.82M 6.24% 5

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

Richmond Brothers's IBB Position: Q2 2025 in Review

Richmond Brothers sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 2,913 shares — an estimated $373K sold.

Richmond Brothers first reported a position in IBB in Q4 2021 and held it in 14 quarters. The position peaked at $8.68M in Q4 2021. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Richmond Brothers reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
  • Richmond Brothers sold 2,913 iShares Biotechnology ETF shares in Q2 2025, an estimated $373K.
  • Richmond Brothers first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 14 quarters.
  • Richmond Brothers's iShares Biotechnology ETF position peaked at $8.68M in Q4 2021.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Richmond Brothers's 13F filing for Q2 2025, filed 8 Aug 2025.