Brandywine Oak Private Wealth
IBB icon

Brandywine Oak Private Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Brandywine Oak Private Wealth’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 		$581K Sell
2,760
-25
-0.9% -$5.02K 0.04% 143
2026
Q2 		$530K Buy
2,785
+10
+0.4% +$1.72K 0.04% 155
2026
Q1 		$469K Sell
2,775
-129
-4% -$22.1K 0.04% 156
2025
Q4 		$490K Sell
2,904
-65
-2% -$10.6K 0.04% 152
2025
Q3 		$429K Sell
2,969
-145
-5% -$19.8K 0.04% 161
2025
Q2 		$394K Sell
3,114
-237
-7% -$29.1K 0.04% 168
2025
Q1 		$429K Sell
3,351
-75
-2% -$10.2K 0.04% 157
2024
Q4 		$453K Sell
3,426
-143
-4% -$20.1K 0.04% 153
2024
Q3 		$520K Sell
3,569
-26
-0.7% -$3.76K 0.05% 147
2024
Q2 		$493K Sell
3,595
-412
-10% -$55K 0.05% 148
2024
Q1 		$550K Sell
4,007
-143
-3% -$19.5K 0.06% 146
2023
Q4 		$564K Sell
4,150
-1,016
-20% -$124K 0.06% 138
2023
Q3 		$632K Sell
5,166
-351
-6% -$44.6K 0.07% 124
2023
Q2 		$700K Sell
5,517
-580
-10% -$75.3K 0.08% 128
2023
Q1 		$787K Sell
6,097
-119
-2% -$15.6K 0.09% 113
2022
Q4 		$816K Sell
6,216
-1,458
-19% -$188K 0.1% 110
2022
Q3 		$897K Sell
7,674
-2,077
-21% -$258K 0.12% 102
2022
Q2 		$1.15M Sell
9,751
-828
-8% -$98.3K 0.15% 94
2022
Q1 		$1.38M Sell
10,579
-309
-3% -$40.3K 0.16% 98
2021
Q4 		$1.66M Sell
10,888
-80
-0.7% -$12.4K 0.18% 85
2021
Q3 		$1.77M Sell
10,968
-24
-0.2% -$4.04K 0.21% 78
2021
Q2 		$1.8M Buy
10,992
+682
+7% +$105K 0.21% 77
2021
Q1 		$1.55M Sell
10,310
-102
-1% -$16.2K 0.23% 67
2020
Q4 		$1.58M Sell
10,412
-818
-7% -$117K 0.24% 63
2020
Q3 		$1.52M Buy
11,230
+780
+7% +$106K 0.25% 61
2020
Q2 		$1.43M Buy
10,450
+2,519
+32% +$321K 0.25% 65
2020
Q1 		$859K Buy
7,931
+166
+2% +$19.1K 0.18% 83
2019
Q4 		$935K Sell
7,765
-856
-10% -$95.5K 0.17% 74
2019
Q3 		$857K Buy
8,621
+68
+0.8% +$7.12K 0.16% 77
2019
Q2 		$933K Buy
8,553
+958
+13% +$102K 0.19% 68
2019
Q1 		$849K Buy
7,595
+31
+0.4% +$3.4K 0.18% 73
2018
Q4 		$720K Buy
+7,564
New +$803K 0.16% 79

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return

Brandywine Oak Private Wealth's IBB Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its iShares Biotechnology ETF (IBB) stake by 0.9% in Q3 2026, selling an estimated $5.02K and leaving 2,760 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #143.

Brandywine Oak Private Wealth first reported a position in IBB in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.8M in Q2 2021. 606 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Brandywine Oak Private Wealth held 2,760 shares of iShares Biotechnology ETF worth $581K as of Q3 2026.
  • Brandywine Oak Private Wealth sold 25 iShares Biotechnology ETF shares in Q3 2026, an estimated $5.02K.
  • iShares Biotechnology ETF made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #143 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's iShares Biotechnology ETF position peaked at $1.8M in Q2 2021.
  • 606 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.