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Baldwin Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Baldwin Wealth Partners’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 		$201K Buy
+1,057
New +$182K 0.01% 229
2026
Q1 		– Sell
-1,385
Closed -$234K – 237
2025
Q4 		$234K Sell
1,385
-120
-8% -$19.5K 0.01% 228
2025
Q3 		$217K Sell
1,505
-160
-10% -$21.8K 0.01% 222
2025
Q2 		$211K Sell
1,665
-30
-2% -$3.68K 0.01% 210
2025
Q1 		$217K Sell
1,695
-95
-5% -$12.9K 0.02% 210
2024
Q4 		$237K Sell
1,790
-140
-7% -$19.7K 0.02% 209
2024
Q3 		$281K Sell
1,930
-105
-5% -$15.2K 0.02% 279
2024
Q2 		$279K Sell
2,035
-105
-5% -$14K 0.02% 170
2024
Q1 		$294K Sell
2,140
-355
-14% -$48.5K 0.02% 183
2023
Q4 		$339K Sell
2,495
-100
-4% -$12.2K 0.03% 176
2023
Q3 		$317K Sell
2,595
-35
-1% -$4.45K 0.03% 189
2023
Q2 		$334K Hold
2,630
– – 0.03% 200
2023
Q1 		$340K Hold
2,630
– – 0.03% 193
2022
Q4 		$345K Buy
2,630
+2,510
+2,092% +$324K 0.03% 190
2022
Q3 		$14K Hold
120
– – ﹤0.01% 483
2022
Q2 		$14K Hold
120
– – ﹤0.01% 504
2022
Q1 		$16K Hold
120
– – ﹤0.01% 498
2021
Q4 		$18K Sell
120
-61
-34% -$9.44K ﹤0.01% 459
2021
Q3 		$29K Hold
181
– – ﹤0.01% 411
2021
Q2 		$30K Hold
181
– – ﹤0.01% 419
2021
Q1 		$27K Buy
181
+61
+51% +$9.69K ﹤0.01% 420
2020
Q4 		$18K Hold
120
– – ﹤0.01% 410
2020
Q3 		$16K Hold
120
– – ﹤0.01% 403
2020
Q2 		$16K Hold
120
– – ﹤0.01% 404
2020
Q1 		$13K Hold
120
– – ﹤0.01% 406
2019
Q4 		$14K Hold
120
– – ﹤0.01% 434
2019
Q3 		$12K Hold
120
– – ﹤0.01% 439
2019
Q2 		$13K Hold
120
– – ﹤0.01% 428
2019
Q1 		$13K Hold
120
– – ﹤0.01% 431
2018
Q4 		$12K Hold
120
– – ﹤0.01% 419
2018
Q3 		$15K Hold
120
– – ﹤0.01% 432
2018
Q2 		$13K Hold
120
– – ﹤0.01% 439
2018
Q1 		$13K Hold
120
– – ﹤0.01% 417
2017
Q4 		$13K Hold
120
– – ﹤0.01% 404
2017
Q3 		$13K Hold
120
– – ﹤0.01% 399
2017
Q2 		$12K Hold
120
– – ﹤0.01% 414
2017
Q1 		$12K Hold
120
– – ﹤0.01% 413
2016
Q4 		$11K Hold
120
– – ﹤0.01% 434
2016
Q3 		$12K Hold
120
– – ﹤0.01% 435
2016
Q2 		$10K Hold
120
– – ﹤0.01% 394
2016
Q1 		$10K Buy
+120
New +$10.7K ﹤0.01% 413

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Baldwin Wealth Partners's IBB Position: Q2 2026 in Review

Baldwin Wealth Partners opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,057 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: Baldwin Wealth Partners previously reported a position in IBB as recently as Q4 2025.

Baldwin Wealth Partners first reported a position in IBB in Q1 2016 and has held it in 41 quarters since. The position peaked at $345K in Q4 2022. 409 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Baldwin Wealth Partners held 1,057 shares of iShares Biotechnology ETF worth $201K as of Q2 2026.
  • iShares Biotechnology ETF was a new Baldwin Wealth Partners position in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of Baldwin Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Baldwin Wealth Partners first reported a position in iShares Biotechnology ETF in Q1 2016 and has held it in 41 quarters since.
  • Baldwin Wealth Partners's iShares Biotechnology ETF position peaked at $345K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.