BWM
IBB icon

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

BigSur 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
Q2 		$1.1M Sell
5,800
-2,250
-28% -$387K 0.27% 93
2026
Q1 		$1.36M Sell
8,050
-200
-2% -$34.2K 0.38% 73
2025
Q4 		$1.39M Hold
8,250
– – 0.34% 75
2025
Q3 		$1.19M Hold
8,250
– – 0.29% 76
2025
Q2 		$1.04M Hold
8,250
– – 0.26% 81
2025
Q1 		$1.06M Buy
8,250
+2,030
+33% +$275K 0.29% 84
2024
Q4 		$822K Hold
6,220
– – 0.24% 90
2024
Q3 		$906K Hold
6,220
– – 0.25% 85
2024
Q2 		$854K Hold
6,220
– – 0.26% 87
2024
Q1 		$854K Buy
6,220
+3,970
+176% +$542K 0.27% 88
2023
Q4 		$306K Hold
2,250
– – 0.15% 89
2023
Q3 		$275K Hold
2,250
– – 0.14% 91
2023
Q2 		$286K Hold
2,250
– – 0.14% 96
2023
Q1 		$291K Hold
2,250
– – 0.14% 99
2022
Q4 		$295K Hold
2,250
– – 0.14% 97
2022
Q3 		$263K Hold
2,250
– – 0.13% 102
2022
Q2 		$265K Hold
2,250
– – 0.12% 106
2022
Q1 		$293K Sell
2,250
-1,950
-46% -$254K 0.11% 103
2021
Q4 		$641K Hold
4,200
– – 0.25% 81
2021
Q3 		$679K Sell
4,200
-2,000
-32% -$337K 0.31% 75
2021
Q2 		$1.01M Hold
6,200
– – 0.46% 60
2021
Q1 		$933K Sell
6,200
-9,250
-60% -$1.47M 0.48% 55
2020
Q4 		$2.34M Hold
15,450
– – 1.32% 21
2020
Q3 		$2.09M Buy
+15,450
New +$2.1M 1.33% 20

Other funds holding IBB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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 $1.92B AUM 25.81% 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
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

BigSur Wealth Management's IBB Position: Q2 2026 in Review

BigSur Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 28% in Q2 2026, selling an estimated $387K and leaving 5,800 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #93.

BigSur Wealth Management first reported a position in IBB in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q4 2020. 223 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • BigSur Wealth Management held 5,800 shares of iShares Biotechnology ETF worth $1.1M as of Q2 2026.
  • BigSur Wealth Management sold 2,250 iShares Biotechnology ETF shares in Q2 2026, an estimated $387K.
  • iShares Biotechnology ETF made up 0.27% of BigSur Wealth Management's portfolio in Q2 2026, its #93 holding.
  • BigSur Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 24 quarters since.
  • BigSur Wealth Management's iShares Biotechnology ETF position peaked at $2.34M in Q4 2020.
  • 223 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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