TFF
IBB icon

The Family Firm’s iShares Biotechnology ETF IBB Stock Holding History

The Family Firm’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
Q2 		$1.62M Buy
12,809
+445
+4% +$54.6K 0.39% 61
2025
Q1 		$1.58M Buy
12,364
+4
+0% +$542 0.35% 58
2024
Q4 		$1.63M Sell
12,360
-28,314
-70% -$3.98M 0.36% 58
2024
Q3 		$1.67M Buy
40,674
+2,852
+8% +$413K 0.36% 59
2024
Q2 		$1.57M Buy
37,822
+26,392
+231% +$3.52M 0.35% 56
2024
Q1 		$1.57M Sell
11,430
-225
-2% -$30.7K 0.38% 53
2023
Q4 		$1.58M Buy
11,655
+615
+6% +$75K 0.41% 52
2023
Q3 		$1.35M Sell
11,040
-130
-1% -$16.5K 0.38% 56
2023
Q2 		$1.42M Buy
11,170
+581
+5% +$75.5K 0.37% 54
2023
Q1 		$1.37M Buy
10,589
+60
+0.6% +$7.85K 0.38% 57
2022
Q4 		$1.38M Buy
10,529
+197
+2% +$25.5K 0.4% 55
2022
Q3 		$1.21M Sell
10,332
-1,290
-11% -$160K 0.39% 53
2022
Q2 		$1.37M Buy
11,622
+97
+0.8% +$11.5K 0.4% 50
2022
Q1 		$1.5M Buy
11,525
+638
+6% +$83.1K 0.39% 55
2021
Q4 		$1.66M Sell
10,887
-249
-2% -$38.6K 0.43% 47
2021
Q3 		$1.76M Sell
11,136
-328
-3% -$55.2K 0.46% 43
2021
Q2 		$1.88M Buy
11,464
+472
+4% +$72.7K 0.51% 42
2021
Q1 		$1.66M Sell
10,992
-779
-7% -$124K 0.48% 44
2020
Q4 		$1.9M Buy
11,771
+244
+2% +$34.9K 0.57% 39
2020
Q3 		$1.56M Buy
11,527
+1,002
+10% +$136K 0.56% 40
2020
Q2 		$1.44M Sell
10,525
-56
-0.5% -$7.14K 0.54% 40
2020
Q1 		$1.14M Sell
10,581
-251
-2% -$28.9K 0.49% 42
2019
Q4 		$1.3M Buy
10,832
+385
+4% +$43K 0.44% 48
2019
Q3 		$1.04M Buy
10,447
+95
+0.9% +$9.94K 0.37% 57
2019
Q2 		$1.13M Buy
10,352
+2,752
+36% +$293K 0.4% 51
2019
Q1 		$850K Buy
7,600
+101
+1% +$11.1K 0.31% 58
2018
Q4 		$723K Sell
7,499
-266
-3% -$28.2K 0.29% 59
2018
Q3 		$947K Buy
7,765
+66
+0.9% +$7.77K 0.34% 56
2018
Q2 		$845K Sell
7,699
-367
-5% -$39.3K 0.32% 55
2018
Q1 		$861K Buy
8,066
+41
+0.5% +$4.54K 0.34% 52
2017
Q4 		$857K Buy
8,025
+516
+7% +$55.2K 0.34% 52
2017
Q3 		$835K Sell
7,509
-357
-5% -$38.2K 0.35% 52
2017
Q2 		$813K Buy
7,866
+777
+11% +$76.5K 0.36% 50
2017
Q1 		$693K Buy
7,089
+792
+13% +$75.8K 0.33% 52
2016
Q4 		$557K Buy
6,297
+1,551
+33% +$141K 0.26% 60
2016
Q3 		$458K Hold
4,746
– – 0.22% 66
2016
Q2 		$407K Sell
4,746
-354
-7% -$31.8K 0.2% 64
2016
Q1 		$443K Sell
5,100
-111
-2% -$9.93K 0.22% 65
2015
Q4 		$588K Sell
5,211
-237
-4% -$25.7K 0.31% 56
2015
Q3 		$551K Sell
5,448
-60
-1% -$7.2K 0.3% 57
2015
Q2 		$677K Sell
5,508
-369
-6% -$44.2K 0.35% 47
2015
Q1 		$673K Sell
5,877
-1,482
-20% -$163K 0.34% 46
2014
Q4 		$744K Buy
+7,359
New +$715K 0.39% 44

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 $303B AUM 53.02% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

The Family Firm's IBB Position: Q2 2025 in Review

The Family Firm increased its iShares Biotechnology ETF (IBB) stake by 3.6% in Q2 2025, buying an estimated $54.6K and bringing the position to 12,809 shares worth $1.62M. The position accounts for 0.39% of the portfolio, ranked #61.

The Family Firm first reported a position in IBB in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.9M in Q4 2020. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • The Family Firm held 12,809 shares of iShares Biotechnology ETF worth $1.62M as of Q2 2025.
  • The Family Firm bought 445 iShares Biotechnology ETF shares in Q2 2025, an estimated $54.6K.
  • iShares Biotechnology ETF made up 0.39% of The Family Firm's portfolio in Q2 2025, its #61 holding.
  • The Family Firm first reported a position in iShares Biotechnology ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares Biotechnology ETF position peaked at $1.9M in Q4 2020.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.