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

Endowment 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 		$1.35M Buy
8,003
+930
+13% +$159K 0.6% 43
2025
Q4 		$1.19M Buy
7,073
+1,208
+21% +$196K 0.55% 46
2025
Q3 		$847K Buy
5,865
+1,280
+28% +$175K 0.38% 59
2025
Q2 		$580K Buy
4,585
+1,070
+30% +$131K 0.3% 69
2025
Q1 		$450K Buy
3,515
+1,263
+56% +$171K 0.29% 72
2024
Q4 		$298K Buy
+2,252
New +$317K 0.2% 99

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Endowment Wealth Management's IBB Position: Q1 2026 in Review

Endowment Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 13% in Q1 2026, buying an estimated $159K and bringing the position to 8,003 shares worth $1.35M. The position accounts for 0.6% of the portfolio, ranked #43.

Endowment Wealth Management first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Endowment Wealth Management held 8,003 shares of iShares Biotechnology ETF worth $1.35M as of Q1 2026.
  • Endowment Wealth Management bought 930 iShares Biotechnology ETF shares in Q1 2026, an estimated $159K.
  • iShares Biotechnology ETF made up 0.6% of Endowment Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Endowment Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.