WJ Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

WJ Wealth 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	–	Sell	-1,650	Closed	-$209K	–	85
2025 Q2	$209K	Hold	1,650	–	–	0.07%	97
2025 Q1	$211K	Hold	1,650	–	–	0.07%	77
2024 Q4	$218K	Hold	1,650	–	–	0.08%	72
2024 Q3	$240K	Hold	1,650	–	–	0.08%	71
2024 Q2	$226K	Hold	1,650	–	–	0.08%	75
2024 Q1	$226K	Sell	1,650 -250	-13%	-$34.1K	0.09%	70
2023 Q4	$258K	Hold	1,900	–	–	0.11%	70
2023 Q3	$232K	Sell	1,900 -250	-12%	-$31.8K	0.11%	62
2023 Q2	$273K	Buy	+2,150	New	+$279K	0.13%	56
2023 Q1	–	Sell	-1,950	Closed	-$256K	–	57
2022 Q4	$256K	Hold	1,950	–	–	0.15%	48
2022 Q3	$228K	Hold	1,950	–	–	0.14%	50
2022 Q2	$230K	Buy	+1,950	New	+$231K	0.16%	46
2020 Q3	–	Sell	-1,790	Closed	-$244K	–	35
2020 Q2	$244K	Buy	+1,790	New	+$228K	0.17%	42

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

WJ Wealth Management's IBB Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 1,650 shares — an estimated $209K sold.

WJ Wealth Management first reported a position in IBB in Q2 2020 and held it in 13 quarters. The position peaked at $273K in Q2 2023. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

WJ Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 1,650 iShares Biotechnology ETF shares in Q3 2025, an estimated $209K.
WJ Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 13 quarters.
WJ Wealth Management's iShares Biotechnology ETF position peaked at $273K in Q2 2023.
803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.