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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Biotechnology ETF IBB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$27.6K Buy
+145
New +$24.9K 0.01% 380
2025
Q1 		– Sell
-13
Closed -$1.72K – 500
2024
Q4 		$1.72K Buy
+13
New +$1.83K ﹤0.01% 426
2023
Q1 		– Sell
-20
Closed -$2.63K – 332
2022
Q4 		$2.63K Buy
+20
New +$2.58K ﹤0.01% 236

Other funds holding IBB

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IBB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 145 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in IBB as recently as Q4 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBB in Q4 2022 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 145 shares of iShares Biotechnology ETF worth $27.6K as of Q2 2026.
  • iShares Biotechnology ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #380 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 3 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.