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SYM Financial Corp’s iShares Biotechnology ETF IBB Stock Holding History

SYM Financial Corp’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
Q4 		– Sell
-127
Closed -$18.3K – 436
2025
Q3 		$18.3K Hold
127
– – ﹤0.01% 384
2025
Q2 		$16.1K Hold
127
– – ﹤0.01% 392
2025
Q1 		$16.2K Sell
127
-303
-70% -$41.1K ﹤0.01% 330
2024
Q4 		$56.9K Buy
430
+303
+239% +$42.6K 0.01% 278
2024
Q3 		$18.5K Hold
127
– – ﹤0.01% 246
2024
Q2 		$17.4K Hold
127
– – ﹤0.01% 232
2024
Q1 		$17.4K Sell
127
-300
-70% -$41K ﹤0.01% 148
2023
Q4 		$58K Buy
427
+300
+236% +$36.6K 0.01% 132
2023
Q3 		$15.5K Hold
127
– – ﹤0.01% 153
2023
Q2 		$16.1K Hold
127
– – ﹤0.01% 96
2023
Q1 		$16.4K Sell
127
-110
-46% -$14.4K ﹤0.01% 88
2022
Q4 		$31.1K Buy
237
+110
+87% +$14.2K 0.01% 91
2022
Q3 		$15K Hold
127
– – 0.01% 87
2022
Q2 		$15K Hold
127
– – 0.01% 94
2022
Q1 		$17K Hold
127
– – 0.01% 97
2021
Q4 		$19K Hold
127
– – 0.01% 93
2021
Q3 		$21K Hold
127
– – 0.01% 95
2021
Q2 		$21K Hold
127
– – 0.01% 79
2021
Q1 		$19K Buy
+127
New +$20.2K 0.01% 73
2020
Q4 		– Sell
-34
Closed -$5K – 81
2020
Q3 		$5K Buy
+34
New +$4.61K ﹤0.01% 70
2019
Q3 		– Sell
-20
Closed -$2K – 66
2019
Q2 		$2K Buy
+20
New +$2.13K ﹤0.01% 71
2019
Q1 		– Sell
-350
Closed -$34K – 71
2018
Q4 		$34K Sell
350
-17
-5% -$1.8K 0.01% 64
2018
Q3 		$45K Hold
367
– – 0.03% 65
2018
Q2 		$40K Buy
+367
New +$39.3K 0.02% 54
2018
Q1 		– Sell
-600
Closed -$64K – 64
2017
Q4 		$64K Buy
+600
New +$64.1K 0.03% 53

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SYM Financial Corp's IBB Position: Q4 2025 in Review

SYM Financial Corp sold out of iShares Biotechnology ETF (IBB) in Q4 2025, closing a stake of 127 shares — an estimated $18.3K sold.

SYM Financial Corp first reported a position in IBB in Q4 2017 and held it in 25 quarters. The position peaked at $64K in Q4 2017. 958 funds tracked by Wall St. Rank hold IBB as of Q4 2025.

  • SYM Financial Corp reported no remaining iShares Biotechnology ETF position as of Q4 2025 after selling out during the quarter.
  • SYM Financial Corp sold 127 iShares Biotechnology ETF shares in Q4 2025, an estimated $18.3K.
  • SYM Financial Corp first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 25 quarters.
  • SYM Financial Corp's iShares Biotechnology ETF position peaked at $64K in Q4 2017.
  • 958 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.