Finer Wealth Management
IBB icon

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

Finer 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
Q3 		$1.04M Sell
4,923
-1,819
-27% -$365K 0.41% 45
2026
Q2 		$1.28M Sell
6,742
-1,245
-16% -$214K 0.57% 38
2026
Q1 		$1.35M Sell
7,987
-2,085
-21% -$357K 0.68% 35
2025
Q4 		$1.7M Buy
10,072
+692
+7% +$112K 0.82% 31
2025
Q3 		$1.35M Buy
9,380
+245
+3% +$33.4K 0.67% 35
2025
Q2 		$1.16M Sell
9,135
-226
-2% -$27.7K 0.62% 34
2025
Q1 		$1.2M Buy
9,361
+785
+9% +$106K 0.72% 33
2024
Q4 		$1.13M Buy
8,576
+1,127
+15% +$158K 0.65% 34
2024
Q3 		$1.08M Buy
7,449
+2,993
+67% +$433K 0.67% 31
2024
Q2 		$612K Buy
4,456
+2,308
+107% +$308K 0.39% 47
2024
Q1 		$295K Buy
+2,148
New +$293K 0.19% 68

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Finer Wealth Management's IBB Position: Q3 2026 in Review

Finer Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 27% in Q3 2026, selling an estimated $365K and leaving 4,923 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #45.

Finer Wealth Management first reported a position in IBB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.7M in Q4 2025. 434 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Finer Wealth Management held 4,923 shares of iShares Biotechnology ETF worth $1.04M as of Q3 2026.
  • Finer Wealth Management sold 1,819 iShares Biotechnology ETF shares in Q3 2026, an estimated $365K.
  • iShares Biotechnology ETF made up 0.41% of Finer Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Finer Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2024 and has held it in 11 quarters since.
  • Finer Wealth Management's iShares Biotechnology ETF position peaked at $1.7M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.