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Capital Insight Partners’s iShares Biotechnology ETF IBB Stock Holding History

Capital Insight 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
Q1 		– Sell
-11,411
Closed -$1.93M – 46
2025
Q4 		$1.93M Sell
11,411
-2,701
-19% -$439K 0.41% 62
2025
Q3 		$2.04M Sell
14,112
-373
-3% -$50.9K 0.34% 69
2025
Q2 		$1.83M Sell
14,485
-1,744
-11% -$214K 0.32% 72
2025
Q1 		$2.08M Buy
16,229
+362
+2% +$49.1K 0.36% 71
2024
Q4 		$2.1M Buy
15,867
+1,436
+10% +$202K 0.36% 74
2024
Q3 		$2.1M Buy
14,431
+739
+5% +$107K 0.37% 73
2024
Q2 		$1.88M Buy
13,692
+766
+6% +$102K 0.35% 74
2024
Q1 		$1.77M Buy
12,926
+653
+5% +$89.2K 0.33% 74
2023
Q4 		$1.67M Buy
12,273
+269
+2% +$32.8K 0.34% 75
2023
Q3 		$1.47M Buy
12,004
+1,069
+10% +$136K 0.33% 76
2023
Q2 		$1.39M Buy
10,935
+2,157
+25% +$280K 0.31% 78
2023
Q1 		$1.13M Buy
8,778
+3,456
+65% +$452K 0.27% 90
2022
Q4 		$699K Buy
+5,322
New +$688K 0.18% 99

Other funds holding IBB

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Insight Partners's IBB Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 11,411 shares — an estimated $1.93M sold.

Capital Insight Partners first reported a position in IBB in Q4 2022 and held it in 13 quarters. The position peaked at $2.1M in Q3 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 11,411 iShares Biotechnology ETF shares in Q1 2026, an estimated $1.93M.
  • Capital Insight Partners first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 13 quarters.
  • Capital Insight Partners's iShares Biotechnology ETF position peaked at $2.1M in Q3 2024.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.