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Cassady Wealth & Retirement Planning’s iShares Biotechnology ETF IBB Stock Holding History

Cassady Wealth & Retirement Planning’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 		$441K Hold
2,317
– – 0.2% 71
2026
Q1 		$391K Hold
2,317
– – 0.2% 75
2025
Q4 		$391K Buy
+2,317
New +$376K 0.26% 71

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Cassady Wealth & Retirement Planning's IBB Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,317 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #71.

Cassady Wealth & Retirement Planning first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 2,317 shares of iShares Biotechnology ETF worth $441K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.2% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #71 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.