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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Brandywine Oak Private Wealth's IBB Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares Biotechnology ETF (IBB) stake by 0.36% in Q2 2026, buying an estimated $1.72K and bringing the position to 2,785 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #155.

Brandywine Oak Private Wealth first reported a position in IBB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.8M in Q2 2021. 958 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Brandywine Oak Private Wealth held 2,785 shares of iShares Biotechnology ETF worth $530K as of Q2 2026.
Brandywine Oak Private Wealth bought 10 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.72K.
iShares Biotechnology ETF made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #155 holding.
Brandywine Oak Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's iShares Biotechnology ETF position peaked at $1.8M in Q2 2021.
958 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.