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B.A. Schrock Wealth Management, Inc.’s iShares Biotechnology ETF IBB Stock Holding History

B.A. Schrock Wealth Management, Inc.’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
Q3 		$389K Buy
+1,887
New +$379K 0.14% 99

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s IBB Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in iShares Biotechnology ETF (IBB) in Q3 2026: 1,887 shares worth $389K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings.

133 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • B.A. Schrock Wealth Management, Inc. held 1,887 shares of iShares Biotechnology ETF worth $389K as of Q3 2026.
  • iShares Biotechnology ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • iShares Biotechnology ETF made up 0.14% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #99 holding.
  • 133 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.