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

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 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. 178 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.
178 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.