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Dynamic Wealth Strategies’s iShares Biotechnology ETF IBB Stock Holding History

Dynamic Wealth Strategies’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 		$80.3K Hold
422
– – 0.04% 131
2026
Q1 		$71.3K Hold
422
– – 0.04% 133
2025
Q4 		$71.2K Buy
422
+60
+17% +$9.74K 0.04% 129
2025
Q3 		$52.3K Hold
362
– – 0.03% 128
2025
Q2 		$45.8K Hold
362
– – 0.03% 125
2025
Q1 		$46.3K Buy
+362
New +$49.1K 0.04% 123
2024
Q4 		– Sell
-362
Closed -$53K – 135
2024
Q3 		$53K Hold
362
– – 0.04% 125
2024
Q2 		$50K Buy
362
+313
+639% +$41.8K 0.04% 122
2024
Q1 		$7K Hold
49
– – 0.01% 217
2023
Q4 		$6.66K Buy
+49
New +$5.98K 0.01% 220

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

Dynamic Wealth Strategies's IBB Position: Q2 2026 in Review

Dynamic Wealth Strategies held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 422 shares worth $80.3K. The position accounts for 0.04% of the portfolio, ranked #131.

Dynamic Wealth Strategies first reported a position in IBB in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Dynamic Wealth Strategies held 422 shares of iShares Biotechnology ETF worth $80.3K as of Q2 2026.
  • Dynamic Wealth Strategies left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.04% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #131 holding.
  • Dynamic Wealth Strategies first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 10 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.