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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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
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

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. 285 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.
  • 285 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.