Capstone Wealth Management Group (Oregon)’s iShares Biotechnology ETF IBB Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$656K	Sell	3,449 -130	-4%	-$22.3K	0.4%	57
2026 Q1	$604K	Hold	3,579	–	–	0.37%	58
2025 Q4	$604K	Buy	3,579 +175	+5%	+$28.4K	0.37%	57
2025 Q3	$491K	Hold	3,404	–	–	0.31%	63
2025 Q2	$431K	Hold	3,404	–	–	0.31%	63
2025 Q1	$435K	Sell	3,404 -193	-5%	-$26.2K	0.35%	60
2024 Q4	$476K	Buy	+3,597	New	+$506K	0.36%	61

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

Capstone Wealth Management Group (Oregon)'s IBB Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Biotechnology ETF (IBB) stake by 3.6% in Q2 2026, selling an estimated $22.3K and leaving 3,449 shares worth $656K. The position accounts for 0.4% of the portfolio, ranked #57.

Capstone Wealth Management Group (Oregon) first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 3,449 shares of iShares Biotechnology ETF worth $656K as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 130 iShares Biotechnology ETF shares in Q2 2026, an estimated $22.3K.
iShares Biotechnology ETF made up 0.4% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #57 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.