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Cornerstone Wealth Group’s iShares Biotechnology ETF IBB Stock Holding History

Cornerstone Wealth 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
Q1 		$211K Hold
1,213
– – 0.01% 425
2025
Q4 		$205K Buy
+1,213
New +$197K 0.01% 376
2020
Q3 		– Sell
-31,977
Closed -$4.37M – 139
2020
Q2 		$4.37M Buy
+31,977
New +$4.08M 1.1% 21

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Group's IBB Position: Q1 2026 in Review

Cornerstone Wealth Group held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 1,213 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #425.

Cornerstone Wealth Group first reported a position in IBB in Q2 2020 and has held it in 3 quarters since. The position peaked at $4.37M in Q2 2020. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Cornerstone Wealth Group held 1,213 shares of iShares Biotechnology ETF worth $211K as of Q1 2026.
  • Cornerstone Wealth Group left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #425 holding.
  • Cornerstone Wealth Group first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's iShares Biotechnology ETF position peaked at $4.37M in Q2 2020.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.