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Dakota Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Dakota Wealth Management’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 		$2.02M Buy
10,607
+265
+3% +$45.5K 0.04% 309
2026
Q1 		$1.75M Buy
10,342
+6,930
+203% +$1.19M 0.04% 306
2025
Q4 		$576K Buy
3,412
+239
+8% +$38.8K 0.01% 522
2025
Q3 		$458K Sell
3,173
-1,526
-32% -$208K 0.01% 496
2025
Q2 		$594K Sell
4,699
-10,644
-69% -$1.31M 0.01% 487
2025
Q1 		$1.96M Sell
15,343
-887
-5% -$120K 0.05% 261
2024
Q4 		$2.15M Sell
16,230
-1,199
-7% -$169K 0.05% 252
2024
Q3 		$2.54M Buy
17,429
+66
+0.4% +$9.55K 0.06% 237
2024
Q2 		$2.38M Sell
17,363
-305
-2% -$40.7K 0.06% 241
2024
Q1 		$2.42M Buy
17,668
+5,355
+43% +$731K 0.06% 240
2023
Q4 		$1.67M Sell
12,313
-34
-0.3% -$4.15K 0.07% 240
2023
Q3 		$1.51M Buy
+12,347
New +$1.57M 0.07% 234
2019
Q2 		– Sell
-5,139
Closed -$575K – 296
2019
Q1 		$575K Sell
5,139
-1,468
-22% -$161K 0.11% 163
2018
Q4 		$806K Hold
6,607
– – 0.18% 103
2018
Q3 		$806K Sell
6,607
-4,898
-43% -$577K 0.18% 105
2018
Q2 		$1.26M Buy
+11,505
New +$1.23M 0.35% 69

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

Dakota Wealth Management's IBB Position: Q2 2026 in Review

Dakota Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 2.6% in Q2 2026, buying an estimated $45.5K and bringing the position to 10,607 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #309.

Dakota Wealth Management first reported a position in IBB in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.54M in Q3 2024. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Dakota Wealth Management held 10,607 shares of iShares Biotechnology ETF worth $2.02M as of Q2 2026.
  • Dakota Wealth Management bought 265 iShares Biotechnology ETF shares in Q2 2026, an estimated $45.5K.
  • iShares Biotechnology ETF made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Dakota Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2018 and has held it in 16 quarters since.
  • Dakota Wealth Management's iShares Biotechnology ETF position peaked at $2.54M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.