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Family Management’s iShares Biotechnology ETF IBB Stock Holding History

Family 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 		$35K Hold
184
– – ﹤0.01% 306
2026
Q1 		$31.1K Sell
184
-916
-83% -$157K ﹤0.01% 283
2025
Q4 		$186K Hold
1,100
– – 0.02% 236
2025
Q3 		$159K Hold
1,100
– – 0.02% 218
2025
Q2 		$139K Sell
1,100
-433
-28% -$53.2K 0.02% 190
2025
Q1 		$196K Sell
1,533
-362
-19% -$49.1K 0.03% 174
2024
Q4 		$251K Sell
1,895
-55
-3% -$7.73K 0.04% 144
2024
Q3 		$284K Sell
1,950
-203
-9% -$29.4K 0.05% 139
2024
Q2 		$296K Sell
2,153
-3,068
-59% -$410K 0.05% 121
2024
Q1 		$716K Buy
5,221
+1,658
+47% +$226K 0.13% 84
2023
Q4 		$484K Buy
3,563
+3,466
+3,573% +$423K 0.1% 89
2023
Q3 		$11.9K Hold
97
– – ﹤0.01% 151
2023
Q2 		$12.3K Hold
97
– – ﹤0.01% 156
2023
Q1 		$12.5K Hold
97
– – ﹤0.01% 146
2022
Q4 		$12.7K Hold
97
– – ﹤0.01% 165
2022
Q3 		$11K Hold
97
– – ﹤0.01% 152
2022
Q2 		$11K Sell
97
-200
-67% -$23.7K ﹤0.01% 165
2022
Q1 		$39K Hold
297
– – 0.01% 160
2021
Q4 		$45K Hold
297
– – 0.01% 171
2021
Q3 		$48K Hold
297
– – 0.01% 166
2021
Q2 		$49K Hold
297
– – 0.01% 187
2021
Q1 		$45K Buy
297
+200
+206% +$31.8K 0.01% 157
2020
Q4 		$15K Hold
97
– – 0.01% 166
2020
Q3 		$13K Hold
97
– – 0.01% 122
2020
Q2 		$13K Hold
97
– – 0.01% 156
2020
Q1 		$10K Buy
97
+67
+223% +$7.71K 0.01% 153
2019
Q4 		$4K Sell
30
-472
-94% -$52.7K ﹤0.01% 184
2019
Q3 		$50K Hold
502
– – 0.02% 165
2019
Q2 		$55K Buy
+502
New +$53.4K 0.02% 155

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

Family Management's IBB Position: Q2 2026 in Review

Family Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 184 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Family Management first reported a position in IBB in Q2 2019 and has held it in 29 quarters since. The position peaked at $716K in Q1 2024. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Family Management held 184 shares of iShares Biotechnology ETF worth $35K as of Q2 2026.
  • Family Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #306 holding.
  • Family Management first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 29 quarters since.
  • Family Management's iShares Biotechnology ETF position peaked at $716K in Q1 2024.
  • 955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.