Spire Wealth Management’s ImmunityBio IBRX Stock Holding History

Spire Wealth Management’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.36K	Sell	270 -229	-46%	-$1.73K	﹤0.01%	1975
2026 Q1	$3.83K	Sell	499 -345	-41%	-$2.36K	﹤0.01%	1899
2025 Q4	$1.67K	Buy	844 +422	+100%	+$956	﹤0.01%	2128
2025 Q3	$1.04K	Hold	422	–	–	﹤0.01%	2268
2025 Q2	$1.11K	Hold	422	–	–	﹤0.01%	2263
2025 Q1	$1.27K	Hold	422	–	–	﹤0.01%	2347
2024 Q4	$1.08K	Hold	422	–	–	﹤0.01%	2357
2024 Q3	$1.57K	Hold	422	–	–	﹤0.01%	2040
2024 Q2	$2.67K	Hold	422	–	–	﹤0.01%	1957
2024 Q1	$2.27K	Hold	422	–	–	﹤0.01%	2064
2023 Q4	$1.52K	Hold	422	–	–	﹤0.01%	2198
2023 Q3	$713	Hold	422	–	–	﹤0.01%	2312
2023 Q2	$1.17K	Hold	422	–	–	﹤0.01%	2288
2023 Q1	$768	Hold	422	–	–	﹤0.01%	2419
2022 Q4	$2K	Hold	422	–	–	﹤0.01%	2054
2022 Q3	$2K	Sell	422 -195	-32%	-$889	﹤0.01%	1954
2022 Q2	$2K	Hold	617	–	–	﹤0.01%	2359
2022 Q1	$3K	Hold	617	–	–	﹤0.01%	2331
2021 Q4	$4K	Hold	617	–	–	﹤0.01%	2629
2021 Q3	$6K	Hold	617	–	–	﹤0.01%	2234
2021 Q2	$9K	Hold	617	–	–	﹤0.01%	2156
2021 Q1	$15K	Buy	+617	New	+$16K	﹤0.01%	2263

Other funds holding IBRX

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return