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

Accurate 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
2026
Q1 		– Sell
-53,016
Closed -$9.14M – 548
2025
Q4 		$9.14M Buy
53,016
+183
+0.3% +$29.7K 1.16% 16
2025
Q3 		$7.99M Buy
+52,833
New +$7.21M 1.06% 16
2023
Q1 		– Sell
-230
Closed -$30.6K – 786
2022
Q4 		$30.6K Buy
+230
New +$29.7K 0.01% 561
2022
Q1 		– Sell
-29,983
Closed -$5M – 188
2021
Q4 		$5M Sell
29,983
-16
-0.1% -$2.48K 4.09% 5
2021
Q3 		$5.01M Buy
+29,999
New +$5.05M 4.36% 4

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Wealth Management's IBB Position: Q1 2026 in Review

Accurate Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 53,016 shares — an estimated $9.14M sold.

Accurate Wealth Management first reported a position in IBB in Q3 2021 and held it in 5 quarters. The position peaked at $9.14M in Q4 2025. 918 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Accurate Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 53,016 iShares Biotechnology ETF shares in Q1 2026, an estimated $9.14M.
  • Accurate Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2021 and held it in 5 quarters.
  • Accurate Wealth Management's iShares Biotechnology ETF position peaked at $9.14M in Q4 2025.
  • 918 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.