FIM
IBB icon

FWL Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

FWL Investment Management’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 		$9.89K Hold
52
– – ﹤0.01% 306
2026
Q1 		$8.78K Hold
52
– – ﹤0.01% 260
2025
Q4 		$8.78K Hold
52
– – ﹤0.01% 284
2025
Q3 		$7.51K Sell
52
-4
-7% -$546 ﹤0.01% 271
2025
Q2 		$7.08K Sell
56
-15
-21% -$1.84K ﹤0.01% 249
2025
Q1 		$9.08K Sell
71
-10
-12% -$1.36K ﹤0.01% 228
2024
Q4 		$10.7K Hold
81
– – ﹤0.01% 237
2024
Q3 		$11.8K Hold
81
– – ﹤0.01% 230
2024
Q2 		$11.1K Sell
81
-195
-71% -$26K 0.01% 188
2024
Q1 		$37.9K Sell
276
-33
-11% -$4.51K 0.02% 110
2023
Q4 		$42K Sell
309
-39,195
-99% -$4.78M 0.02% 100
2023
Q3 		$4.83M Buy
39,504
+1,996
+5% +$254K 3.24% 13
2023
Q2 		$4.76M Buy
37,508
+14,055
+60% +$1.83M 3.25% 13
2023
Q1 		$3.03M Buy
23,453
+23,437
+146,481% +$3.07M 2.23% 17
2022
Q4 		$2.1K Hold
16
– – ﹤0.01% 170
2022
Q3 		$2K Buy
+16
New +$1.99K ﹤0.01% 59
2021
Q2 		– Sell
-19,534
Closed -$2.94M – 50
2021
Q1 		$2.94M Buy
19,534
+2,084
+12% +$331K 1.98% 24
2020
Q4 		$2.64M Buy
+17,450
New +$2.49M 2.02% 24

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

FWL Investment Management's IBB Position: Q2 2026 in Review

FWL Investment Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 52 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

FWL Investment Management first reported a position in IBB in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.83M in Q3 2023. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • FWL Investment Management held 52 shares of iShares Biotechnology ETF worth $9.89K as of Q2 2026.
  • FWL Investment Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #306 holding.
  • FWL Investment Management first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 18 quarters since.
  • FWL Investment Management's iShares Biotechnology ETF position peaked at $4.83M in Q3 2023.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.