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 Q3	$726K	Hold	3,449	–	–	0.43%	51
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s IBB Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 3,449 shares worth $726K. The position accounts for 0.43% of the portfolio, ranked #51.

Capstone Wealth Management Group (Oregon) first reported a position in IBB in Q4 2024 and has held it in 8 quarters since. 907 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 3,449 shares of iShares Biotechnology ETF worth $726K as of Q3 2026.
Capstone Wealth Management Group (Oregon) left its iShares Biotechnology ETF share count unchanged in Q3 2026.
iShares Biotechnology ETF made up 0.43% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #51 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 8 quarters since.
907 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.