Elk River Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Elk River 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 Q1	$336K	Hold	1,990	–	–	0.06%	85
2025 Q4	$336K	Hold	1,990	–	–	0.05%	86
2025 Q3	$287K	Sell	1,990 -10	-0.5%	-$1.36K	0.05%	89
2025 Q2	$253K	Hold	2,000	–	–	0.04%	86
2025 Q1	$256K	Sell	2,000 -55	-3%	-$7.46K	0.05%	83
2024 Q4	$272K	Hold	2,055	–	–	0.05%	87
2024 Q3	$299K	Hold	2,055	–	–	0.05%	82
2024 Q2	$282K	Hold	2,055	–	–	0.06%	78
2024 Q1	$282K	Hold	2,055	–	–	0.06%	83
2023 Q4	$279K	Hold	2,055	–	–	0.05%	95
2023 Q3	$252K	Hold	2,055	–	–	0.06%	94
2023 Q2	$261K	Hold	2,055	–	–	0.06%	92
2023 Q1	$265K	Hold	2,055	–	–	0.06%	91
2022 Q4	$270K	Hold	2,055	–	–	0.07%	94
2022 Q3	$240K	Hold	2,055	–	–	0.06%	94
2022 Q2	$242K	Sell	2,055 -400	-16%	-$47.5K	0.06%	95
2022 Q1	$320K	Hold	2,455	–	–	0.07%	98
2021 Q4	$375K	Hold	2,455	–	–	0.08%	100
2021 Q3	$397K	Sell	2,455 -100	-4%	-$16.8K	0.1%	91
2021 Q2	$418K	Hold	2,555	–	–	0.11%	84
2021 Q1	$385K	Hold	2,555	–	–	0.11%	85
2020 Q4	$387K	Buy	+2,555	New	+$365K	0.13%	87

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elk River Wealth Management's IBB Position: Q1 2026 in Review

Elk River Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 1,990 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #85.

Elk River Wealth Management first reported a position in IBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $418K in Q2 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Elk River Wealth Management held 1,990 shares of iShares Biotechnology ETF worth $336K as of Q1 2026.
Elk River Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.06% of Elk River Wealth Management's portfolio in Q1 2026, its #85 holding.
Elk River Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares Biotechnology ETF position peaked at $418K in Q2 2021.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.