WFA Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

WFA Asset Management’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	$59.9K	Buy	412 +1	+0.2%	+$136	0.03%	94
2025 Q2	$56.4K	Hold	411	–	–	0.03%	94
2025 Q1	$56.4K	Sell	411 -1	-0.2%	-$136	0.03%	97
2024 Q4	$54.4K	Hold	412	–	–	0.03%	109
2024 Q3	$59.9K	Buy	412 +1	+0.2%	+$145	0.03%	95
2024 Q2	$56.4K	Hold	411	–	–	0.03%	94
2024 Q1	$56.4K	Hold	411	–	–	0.03%	98
2023 Q4	$55.8K	Sell	411 -99	-19%	-$12.1K	0.03%	86
2023 Q3	$62.3K	Hold	510	–	–	0.04%	86
2023 Q2	$64.7K	Hold	510	–	–	0.04%	85
2023 Q1	$65.8K	Buy	510 +1	+0.2%	+$131	0.04%	87
2022 Q4	$66.9K	Buy	509 +1	+0.2%	+$129	0.04%	82
2022 Q3	$59.4K	Hold	508	–	–	0.04%	80
2022 Q2	$59.8K	Hold	508	–	–	0.04%	84
2022 Q1	$66.2K	Hold	508	–	–	0.04%	86
2021 Q4	$77.5K	Buy	+508	New	+$78.7K	0.05%	76

Other funds holding IBB

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

Citigroup New York $235B AUM 32.99% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

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

WFA Asset Management's IBB Position: Q3 2025 in Review

WFA Asset Management increased its iShares Biotechnology ETF (IBB) stake by 0.24% in Q3 2025, buying an estimated $136 and bringing the position to 412 shares worth $59.9K. The position accounts for 0.03% of the portfolio, ranked #94.

WFA Asset Management first reported a position in IBB in Q4 2021 and has held it in 16 quarters since. The position peaked at $77.5K in Q4 2021. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

WFA Asset Management held 412 shares of iShares Biotechnology ETF worth $59.9K as of Q3 2025.
WFA Asset Management bought 1 iShares Biotechnology ETF share in Q3 2025, an estimated $136.
iShares Biotechnology ETF made up 0.03% of WFA Asset Management's portfolio in Q3 2025, its #94 holding.
WFA Asset Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's iShares Biotechnology ETF position peaked at $77.5K in Q4 2021.
803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.