Focus Partners Wealth
IBB icon

Focus Partners Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Focus Partners Wealth’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 		$24M Buy
126,258
+2,939
+2% +$505K 0.02% 466
2026
Q1 		$20.8M Sell
123,319
-253
-0.2% -$43.3K 0.02% 489
2025
Q4 		$20.9M Buy
123,572
+6,728
+6% +$1.09M 0.02% 473
2025
Q3 		$16.9M Buy
116,844
+9,404
+9% +$1.28M 0.03% 430
2025
Q2 		$13.6M Sell
107,440
-6,610
-6% -$811K 0.03% 438
2025
Q1 		$14.6M Sell
114,050
-10,638
-9% -$1.44M 0.04% 395
2024
Q4 		$16.5M Buy
124,688
+79,201
+174% +$11.1M 0.04% 355
2024
Q3 		$6.62M Sell
45,487
-78,569
-63% -$11.4M 0.02% 494
2024
Q2 		$17.5M Buy
124,056
+105,311
+562% +$14.1M 0.06% 269
2024
Q1 		$2.57M Buy
18,745
+15,128
+418% +$2.07M 0.02% 440
2023
Q4 		$491K Buy
+3,617
New +$441K 0.01% 583

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

Focus Partners Wealth's IBB Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Biotechnology ETF (IBB) stake by 2.4% in Q2 2026, buying an estimated $505K and bringing the position to 126,258 shares worth $24M. The position accounts for 0.02% of the portfolio, ranked #466.

Focus Partners Wealth first reported a position in IBB in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Focus Partners Wealth held 126,258 shares of iShares Biotechnology ETF worth $24M as of Q2 2026.
  • Focus Partners Wealth bought 2,939 iShares Biotechnology ETF shares in Q2 2026, an estimated $505K.
  • iShares Biotechnology ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #466 holding.
  • Focus Partners Wealth first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 11 quarters since.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.