Coastwise Capital Group’s iShares Biotechnology ETF IBB Stock Holding History

Coastwise Capital Group’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	$594K	Buy	3,123 +1	+0%	+$172	0.35%	64
2026 Q1	$527K	Sell	3,122 -401	-11%	-$68.6K	0.29%	69
2025 Q4	$595K	Buy	3,523 +2	+0.1%	+$325	0.3%	71
2025 Q3	$508K	Buy	3,521 +1	+0%	+$136	0.36%	67
2025 Q2	$445K	Sell	3,520 -30	-0.8%	-$3.68K	0.35%	64
2025 Q1	$454K	Buy	3,550 +2	+0.1%	+$271	0.38%	63
2024 Q4	$469K	Sell	3,548 -50	-1%	-$7.03K	0.37%	66
2024 Q3	$524K	Buy	3,598 +3	+0.1%	+$434	0.43%	65
2024 Q2	$494K	Sell	3,595 -300	-8%	-$40K	0.47%	57
2024 Q1	$535K	Buy	3,895 +1	+0%	+$137	0.5%	58
2023 Q4	$529K	Sell	3,894 -55	-1%	-$6.71K	0.54%	51
2023 Q3	$483K	Sell	3,949 -300	-7%	-$38.2K	0.55%	55
2023 Q2	$539K	Hold	4,249	–	–	0.61%	47
2023 Q1	$549K	Sell	4,249 -799	-16%	-$105K	0.63%	43
2022 Q4	$663K	Buy	5,048 +505	+11%	+$65.3K	0.79%	34
2022 Q3	$531K	Hold	4,543	–	–	0.84%	38
2022 Q2	$534K	Buy	4,543 +781	+21%	+$92.7K	0.65%	45
2022 Q1	$490K	Buy	+3,762	New	+$490K	0.61%	47

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

Coastwise Capital Group's IBB Position: Q2 2026 in Review

Coastwise Capital Group increased its iShares Biotechnology ETF (IBB) stake by 0.03% in Q2 2026, buying an estimated $172 and bringing the position to 3,123 shares worth $594K. The position accounts for 0.35% of the portfolio, ranked #64.

Coastwise Capital Group first reported a position in IBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $663K in Q4 2022. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Coastwise Capital Group held 3,123 shares of iShares Biotechnology ETF worth $594K as of Q2 2026.
Coastwise Capital Group bought 1 iShares Biotechnology ETF share in Q2 2026, an estimated $172.
iShares Biotechnology ETF made up 0.35% of Coastwise Capital Group's portfolio in Q2 2026, its #64 holding.
Coastwise Capital Group first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 18 quarters since.
Coastwise Capital Group's iShares Biotechnology ETF position peaked at $663K in Q4 2022.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.