Core Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Core Wealth Partners’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	$759K	Hold	3,989	–	–	0.32%	74
2026 Q1	$674K	Buy	3,989 +1	+0%	+$171	0.31%	78
2025 Q4	$673K	Buy	3,988 +1	+0%	+$162	0.3%	74
2025 Q3	$576K	Sell	3,987 -291	-7%	-$39.7K	0.26%	78
2025 Q2	$541K	Hold	4,278	–	–	0.27%	77
2025 Q1	$547K	Buy	4,278 +1	+0%	+$136	0.32%	78
2024 Q4	$565K	Buy	4,277 +1	+0%	+$141	0.32%	68
2024 Q3	$623K	Buy	4,276 +2	+0%	+$289	0.38%	62
2024 Q2	$587K	Sell	4,274 -1	-0%	-$133	0.4%	58
2024 Q1	$587K	Buy	4,275 +1	+0%	+$137	0.44%	50
2023 Q4	$581K	Buy	4,274 +2	+0%	+$244	0.48%	50
2023 Q3	$522K	Hold	4,272	–	–	0.47%	46
2023 Q2	$542K	Hold	4,272	–	–	0.5%	49
2023 Q1	$552K	Buy	4,272 +1,365	+47%	+$179K	0.55%	46
2022 Q4	$406K	Buy	+2,907	New	+$376K	0.46%	55

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

Core Wealth Partners's IBB Position: Q2 2026 in Review

Core Wealth Partners held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 3,989 shares worth $759K. The position accounts for 0.32% of the portfolio, ranked #74.

Core Wealth Partners first reported a position in IBB in Q4 2022 and has held it in 15 quarters since. 958 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Core Wealth Partners held 3,989 shares of iShares Biotechnology ETF worth $759K as of Q2 2026.
Core Wealth Partners left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.32% of Core Wealth Partners's portfolio in Q2 2026, its #74 holding.
Core Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 15 quarters since.
958 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.