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Westshore Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Westshore Wealth’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
-1,464
Closed -$211K – 107
2025
Q3 		$211K Buy
+1,464
New +$200K 0.07% 97
2024
Q2 		– Sell
-1,463
Closed -$201K – 98
2024
Q1 		$201K Buy
+1,463
New +$200K 0.08% 100

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 $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westshore Wealth's IBB Position: Q4 2025 in Review

Westshore Wealth sold out of iShares Biotechnology ETF (IBB) in Q4 2025, closing a stake of 1,464 shares — an estimated $211K sold.

Westshore Wealth first reported a position in IBB in Q1 2024 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 956 funds tracked by Wall St. Rank hold IBB as of Q4 2025.

  • Westshore Wealth reported no remaining iShares Biotechnology ETF position as of Q4 2025 after selling out during the quarter.
  • Westshore Wealth sold 1,464 iShares Biotechnology ETF shares in Q4 2025, an estimated $211K.
  • Westshore Wealth first reported a position in iShares Biotechnology ETF in Q1 2024 and held it in 2 quarters.
  • Westshore Wealth's iShares Biotechnology ETF position peaked at $211K in Q3 2025.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2025.

Based on Westshore Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.