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SPC Financial Inc’s iShares Biotechnology ETF IBB Stock Holding History

SPC Financial Inc’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
Q3 		$562K Buy
3,890
+700
+22% +$95.5K 0.04% 165
2025
Q2 		$404K Hold
3,190
– – 0.03% 184
2025
Q1 		$408K Sell
3,190
-75
-2% -$10.2K 0.04% 190
2024
Q4 		$432K Hold
3,265
– – 0.04% 181
2024
Q3 		$475K Buy
3,265
+75
+2% +$10.9K 0.04% 180
2024
Q2 		$438K Hold
3,190
– – 0.04% 171
2024
Q1 		$438K Hold
3,190
– – 0.04% 170
2023
Q4 		$433K Hold
3,190
– – 0.04% 158
2023
Q3 		$390K Hold
3,190
– – 0.04% 157
2023
Q2 		$405K Sell
3,190
-100
-3% -$13K 0.04% 159
2023
Q1 		$425K Buy
3,290
+100
+3% +$13.1K 0.05% 140
2022
Q4 		$419K Hold
3,190
– – 0.05% 138
2022
Q3 		$373K Hold
3,190
– – 0.05% 139
2022
Q2 		$375K Sell
3,190
-350
-10% -$41.5K 0.05% 144
2022
Q1 		$461K Sell
3,540
-240
-6% -$31.3K 0.05% 130
2021
Q4 		$577K Sell
3,780
-210
-5% -$32.5K 0.06% 112
2021
Q3 		$645K Buy
3,990
+175
+5% +$29.4K 0.08% 94
2021
Q2 		$624K Sell
3,815
-300
-7% -$46.2K 0.08% 92
2021
Q1 		$620K Buy
+4,115
New +$654K 0.08% 90
2019
Q1 		– Sell
-4,630
Closed -$446K – 132
2018
Q4 		$446K Sell
4,630
-6,135
-57% -$651K 0.12% 85
2018
Q3 		$1.31M Buy
10,765
+310
+3% +$36.5K 0.26% 53
2018
Q2 		$1.15M Sell
10,455
-45
-0.4% -$4.81K 0.25% 57
2018
Q1 		$1.12M Buy
10,500
+3,714
+55% +$412K 0.26% 56
2017
Q4 		$725K Buy
6,786
+651
+11% +$69.6K 0.17% 72
2017
Q3 		$682K Buy
+6,135
New +$656K 0.17% 70
2017
Q2 		– Sell
-83,607
Closed -$8.17M – 111
2017
Q1 		$8.17M Sell
83,607
-6,720
-7% -$643K 2.28% 16
2016
Q4 		$7.99M Sell
90,327
-3,477
-4% -$316K 2.43% 16
2016
Q3 		$9.05M Buy
93,804
+5,250
+6% +$499K 2.91% 7
2016
Q2 		$7.6M Sell
88,554
-8,190
-8% -$735K 2.75% 8
2016
Q1 		$8.41M Sell
96,744
-7,665
-7% -$685K 3.2% 4
2015
Q4 		$11.8M Buy
104,409
+44,433
+74% +$4.82M 4.63% 2
2015
Q3 		$6.06M Sell
59,976
-11,709
-16% -$1.4M 2.61% 14
2015
Q2 		$8.82M Buy
71,685
+52,755
+279% +$6.32M 2.47% 6
2015
Q1 		$2.17M Buy
18,930
+300
+2% +$33.1K 0.6% 45
2014
Q4 		$1.88M Buy
+18,630
New +$1.81M 0.55% 47
2014
Q2 		– Sell
-60,873
Closed -$4.8M – 109
2014
Q1 		$4.8M Sell
60,873
-1,035
-2% -$86.2K 1.46% 23
2013
Q4 		$4.69M Sell
61,908
-2,955
-5% -$210K 1.47% 24
2013
Q3 		$4.53M Sell
64,863
-3,300
-5% -$216K 1.61% 22
2013
Q2 		$3.95M Buy
+68,163
New +$3.94M 1.53% 22

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPC Financial Inc's IBB Position: Q3 2025 in Review

SPC Financial Inc increased its iShares Biotechnology ETF (IBB) stake by 22% in Q3 2025, buying an estimated $95.5K and bringing the position to 3,890 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #165.

SPC Financial Inc first reported a position in IBB in Q2 2013 and has held it in 39 quarters since. The position peaked at $11.8M in Q4 2015. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • SPC Financial Inc held 3,890 shares of iShares Biotechnology ETF worth $562K as of Q3 2025.
  • SPC Financial Inc bought 700 iShares Biotechnology ETF shares in Q3 2025, an estimated $95.5K.
  • iShares Biotechnology ETF made up 0.04% of SPC Financial Inc's portfolio in Q3 2025, its #165 holding.
  • SPC Financial Inc first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 39 quarters since.
  • SPC Financial Inc's iShares Biotechnology ETF position peaked at $11.8M in Q4 2015.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.