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
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 $1.37T 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

Focus Partners Wealth's IBB Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Biotechnology ETF (IBB) stake by 0.2% in Q1 2026, selling an estimated $43.3K and leaving 123,319 shares worth $20.8M. The position accounts for 0.02% of the portfolio, ranked #489.

Focus Partners Wealth first reported a position in IBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.9M in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Focus Partners Wealth held 123,319 shares of iShares Biotechnology ETF worth $20.8M as of Q1 2026.
  • Focus Partners Wealth sold 253 iShares Biotechnology ETF shares in Q1 2026, an estimated $43.3K.
  • iShares Biotechnology ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #489 holding.
  • Focus Partners Wealth first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares Biotechnology ETF position peaked at $20.9M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.