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Spectrum Wealth Counsel’s iShares Biotechnology ETF IBB Stock Holding History

Spectrum Wealth Counsel’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 		$19.2K Hold
150
– – ﹤0.01% 205
2024
Q4 		$19.8K Hold
150
– – ﹤0.01% 203
2024
Q3 		$21.8K Sell
150
-23
-13% -$3.33K ﹤0.01% 207
2024
Q2 		$23.7K Hold
173
– – ﹤0.01% 247
2024
Q1 		$23.7K Hold
173
– – ﹤0.01% 249
2023
Q4 		$23.5K Buy
+173
New +$21.1K ﹤0.01% 224

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
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

Spectrum Wealth Counsel's IBB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Biotechnology ETF (IBB) position steady in Q1 2025 at 150 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Spectrum Wealth Counsel first reported a position in IBB in Q4 2023 and has held it in 6 quarters since. The position peaked at $23.7K in Q2 2024. 831 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

  • Spectrum Wealth Counsel held 150 shares of iShares Biotechnology ETF worth $19.2K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares Biotechnology ETF share count unchanged in Q1 2025.
  • iShares Biotechnology ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #205 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares Biotechnology ETF position peaked at $23.7K in Q2 2024.
  • 831 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.