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CWA Asset Management Group’s iShares Biotechnology ETF IBB Stock Holding History

CWA Asset Management 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 		$839K Sell
4,414
-212
-5% -$36.4K 0.03% 413
2026
Q1 		$781K Buy
4,626
+256
+6% +$43.8K 0.03% 411
2025
Q4 		$738K Sell
4,370
-168
-4% -$27.3K 0.03% 400
2025
Q3 		$655K Sell
4,538
-300
-6% -$41K 0.02% 430
2025
Q2 		$612K Sell
4,838
-864
-15% -$106K 0.03% 423
2025
Q1 		$729K Buy
5,702
+2,812
+97% +$381K 0.04% 354
2024
Q4 		$382K Buy
+2,890
New +$406K 0.02% 436

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

CWA Asset Management Group's IBB Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares Biotechnology ETF (IBB) stake by 4.6% in Q2 2026, selling an estimated $36.4K and leaving 4,414 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #413.

CWA Asset Management Group first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • CWA Asset Management Group held 4,414 shares of iShares Biotechnology ETF worth $839K as of Q2 2026.
  • CWA Asset Management Group sold 212 iShares Biotechnology ETF shares in Q2 2026, an estimated $36.4K.
  • iShares Biotechnology ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #413 holding.
  • CWA Asset Management Group first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
  • 537 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.