West Coast Financial’s iShares Biotechnology ETF IBB Stock Holding History

West Coast Financial’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	–	Sell	-3,000	Closed	-$384K	–	59
2025 Q1	$384K	Hold	3,000	–	–	0.04%	119
2024 Q4	$397K	Hold	3,000	–	–	0.04%	117
2024 Q3	$437K	Hold	3,000	–	–	0.05%	111
2024 Q2	$412K	Hold	3,000	–	–	0.05%	108
2024 Q1	$412K	Buy	3,000 +600	+25%	+$81.9K	0.05%	104
2023 Q4	$326K	Hold	2,400	–	–	0.04%	118
2023 Q3	$293K	Hold	2,400	–	–	0.04%	117
2023 Q2	$305K	Buy	+2,400	New	+$312K	0.04%	123

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

West Coast Financial's IBB Position: Q2 2025 in Review

West Coast Financial sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 3,000 shares — an estimated $384K sold.

West Coast Financial first reported a position in IBB in Q2 2023 and held it in 8 quarters. The position peaked at $437K in Q3 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

West Coast Financial reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 3,000 iShares Biotechnology ETF shares in Q2 2025, an estimated $384K.
West Coast Financial first reported a position in iShares Biotechnology ETF in Q2 2023 and held it in 8 quarters.
West Coast Financial's iShares Biotechnology ETF position peaked at $437K in Q3 2024.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.