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Fourth Dimension Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Fourth Dimension 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 		$108K Sell
570
-119
-17% -$20.5K 0.03% 194
2026
Q1 		$116K Sell
689
-86
-11% -$14.7K 0.04% 164
2025
Q4 		$131K Hold
775
– – 0.05% 163
2025
Q3 		$112K Hold
775
– – 0.04% 164
2025
Q2 		$98K Sell
775
-123
-14% -$15.1K 0.04% 172
2025
Q1 		$115K Hold
898
– – 0.06% 153
2024
Q4 		$119K Buy
+898
New +$126K 0.06% 136

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

Fourth Dimension Wealth's IBB Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares Biotechnology ETF (IBB) stake by 17% in Q2 2026, selling an estimated $20.5K and leaving 570 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #194.

Fourth Dimension Wealth first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $131K in Q4 2025. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Fourth Dimension Wealth held 570 shares of iShares Biotechnology ETF worth $108K as of Q2 2026.
  • Fourth Dimension Wealth sold 119 iShares Biotechnology ETF shares in Q2 2026, an estimated $20.5K.
  • iShares Biotechnology ETF made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #194 holding.
  • Fourth Dimension Wealth first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's iShares Biotechnology ETF position peaked at $131K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.