1 North Wealth Services’s iShares Biotechnology ETF IBB Stock Holding History

1 North Wealth Services’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
2026 Q2	$7.05K	Buy	+37	New	+$6.36K	﹤0.01%	208
2026 Q1	–	Hold	0	–	–	–	269
2025 Q4	–	Sell	-15	Closed	-$2.44K	–	279
2025 Q3	$2.18K	Hold	15	–	–	﹤0.01%	229
2025 Q2	$1.91K	Hold	15	–	–	﹤0.01%	236
2025 Q1	$1.98K	Buy	+15	New	+$2.03K	﹤0.01%	232
2019 Q4	$1.94M	Buy	16,117 +374	+2%	+$41.7K	1.2%	26
2019 Q3	$1.57M	Buy	+15,743	New	+$1.65M	1.05%	29
2019 Q1	$1.76M	Buy	15,784 +139	+0.9%	+$15.2K	1.24%	26
2018 Q4	$1.51M	Buy	+15,645	New	+$1.66M	1.26%	26

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

1 North Wealth Services's IBB Position: Q2 2026 in Review

1 North Wealth Services opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 37 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: 1 North Wealth Services previously reported a position in IBB as recently as Q3 2025.

1 North Wealth Services first reported a position in IBB in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.94M in Q4 2019. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

1 North Wealth Services held 37 shares of iShares Biotechnology ETF worth $7.05K as of Q2 2026.
iShares Biotechnology ETF was a new 1 North Wealth Services position in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #208 holding.
1 North Wealth Services first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 8 quarters since.
1 North Wealth Services's iShares Biotechnology ETF position peaked at $1.94M in Q4 2019.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.