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Summit Securities Group’s iShares Biotechnology ETF IBB Stock Holding History

Summit Securities Group’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 		– Sell
-1
Closed -$127 – 1184
2025
Q2 		$127 Buy
+1
New +$123 ﹤0.01% 1034
2013
Q3 		– Sell
-6,618
Closed -$384K – 477
2013
Q2 		$384K Buy
+6,618
New +$383K 0.18% 77

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Securities Group's IBB Position: Q3 2025 in Review

Summit Securities Group sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 1 share — an estimated $127 sold.

Summit Securities Group first reported a position in IBB in Q2 2013 and held it in 2 quarters. The position peaked at $384K in Q2 2013. 804 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Summit Securities Group reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares Biotechnology ETF share in Q3 2025, an estimated $127.
  • Summit Securities Group first reported a position in iShares Biotechnology ETF in Q2 2013 and held it in 2 quarters.
  • Summit Securities Group's iShares Biotechnology ETF position peaked at $384K in Q2 2013.
  • 804 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.