Savant Capital’s iShares Biotechnology ETF IBB Stock Holding History

Savant Capital’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 Q1	–	Sell	-2,374	Closed	-$314K	–	1243
2024 Q4	$314K	Sell	2,374 -175	-7%	-$24.6K	﹤0.01%	1090
2024 Q3	$371K	Sell	2,549 -315	-11%	-$45.6K	﹤0.01%	1002
2024 Q2	$393K	Sell	2,864 -259	-8%	-$34.6K	﹤0.01%	881
2024 Q1	$428K	Sell	3,123 -584	-16%	-$79.8K	﹤0.01%	784
2023 Q4	$504K	Sell	3,707 -674	-15%	-$82.2K	0.01%	561
2023 Q3	$536K	Buy	4,381 +319	+8%	+$40.6K	0.01%	509
2023 Q2	$516K	Buy	4,062 +114	+3%	+$14.8K	0.01%	499
2023 Q1	$510K	Buy	+3,948	New	+$517K	0.01%	459
2018 Q4	–	Sell	-1,686	Closed	-$206K	–	278
2018 Q3	$206K	Buy	+1,686	New	+$199K	0.04%	285

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Savant Capital's IBB Position: Q1 2025 in Review

Savant Capital sold out of iShares Biotechnology ETF (IBB) in Q1 2025, closing a stake of 2,374 shares — an estimated $314K sold.

Savant Capital first reported a position in IBB in Q3 2018 and held it in 9 quarters. The position peaked at $536K in Q3 2023. 831 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

Savant Capital reported no remaining iShares Biotechnology ETF position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 2,374 iShares Biotechnology ETF shares in Q1 2025, an estimated $314K.
Savant Capital first reported a position in iShares Biotechnology ETF in Q3 2018 and held it in 9 quarters.
Savant Capital's iShares Biotechnology ETF position peaked at $536K in Q3 2023.
831 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.