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CreativeOne Wealth’s iShares Biotechnology ETF IBB Stock Holding History

CreativeOne Wealth’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 		$741K Buy
+3,897
New +$670K 0.02% 672
2026
Q1 		– Sell
-1,413
Closed -$238K – 1220
2025
Q4 		$238K Sell
1,413
-427
-23% -$69.4K 0.01% 1052
2025
Q3 		$266K Buy
+1,840
New +$251K 0.01% 996
2024
Q4 		– Sell
-2,696
Closed -$392K – 1095
2024
Q3 		$392K Buy
+2,696
New +$390K 0.01% 706

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

CreativeOne Wealth's IBB Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 3,897 shares worth $741K. The stake represents 0.02% of the portfolio and ranks #672 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in IBB as recently as Q4 2025.

CreativeOne Wealth first reported a position in IBB in Q3 2024 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • CreativeOne Wealth held 3,897 shares of iShares Biotechnology ETF worth $741K as of Q2 2026.
  • iShares Biotechnology ETF was a new CreativeOne Wealth position in Q2 2026.
  • iShares Biotechnology ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #672 holding.
  • CreativeOne Wealth first reported a position in iShares Biotechnology ETF in Q3 2024 and has held it in 4 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.