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Wingate Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-135
Closed -$17.9K – 238
2024
Q4 		$17.9K Buy
+135
New +$19K 0.02% 297

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Wingate Wealth Advisors's IBB Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2025, closing a stake of 135 shares — an estimated $17.9K sold.

Wingate Wealth Advisors first reported a position in IBB in Q4 2024 and held it in 1 quarter. The position peaked at $17.9K in Q4 2024. 831 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 135 iShares Biotechnology ETF shares in Q1 2025, an estimated $17.9K.
  • Wingate Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's iShares Biotechnology ETF position peaked at $17.9K in Q4 2024.
  • 831 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.