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Bravera Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Bravera 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 		$20K Hold
105
– – 0.01% 232
2026
Q1 		$17.7K Hold
105
– – 0.01% 249
2025
Q4 		$17.7K Buy
+105
New +$17.1K 0.01% 239

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

Bravera Wealth's IBB Position: Q2 2026 in Review

Bravera Wealth held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 105 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #232.

Bravera Wealth first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Bravera Wealth held 105 shares of iShares Biotechnology ETF worth $20K as of Q2 2026.
  • Bravera Wealth left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #232 holding.
  • Bravera Wealth first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.