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Gen-Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Gen-Wealth Partners’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 		– Hold
0
– – – 718
2026
Q1 		– Sell
-45
Closed -$7.7K – 722
2025
Q4 		$7.63K Hold
45
– – ﹤0.01% 540
2025
Q3 		$6.52K Buy
+45
New +$6.14K ﹤0.01% 548

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Gen-Wealth Partners's IBB Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 0 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Gen-Wealth Partners first reported a position in IBB in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.63K in Q4 2025. 650 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Gen-Wealth Partners held 0 shares of iShares Biotechnology ETF worth $46 as of Q2 2026.
  • Gen-Wealth Partners left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #718 holding.
  • Gen-Wealth Partners first reported a position in iShares Biotechnology ETF in Q3 2025 and has held it in 2 quarters since.
  • Gen-Wealth Partners's iShares Biotechnology ETF position peaked at $7.63K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.