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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
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 $1.37T 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

Fourth Dimension Wealth's IBB Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its iShares Biotechnology ETF (IBB) stake by 11% in Q1 2026, selling an estimated $14.7K and leaving 689 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #164.

Fourth Dimension Wealth first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $131K in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Fourth Dimension Wealth held 689 shares of iShares Biotechnology ETF worth $116K as of Q1 2026.
  • Fourth Dimension Wealth sold 86 iShares Biotechnology ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Biotechnology ETF made up 0.04% of Fourth Dimension Wealth's portfolio in Q1 2026, its #164 holding.
  • Fourth Dimension Wealth first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's iShares Biotechnology ETF position peaked at $131K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.