Grant Private Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Grant Private Wealth 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 Q3	$381K	Sell	1,808 -673	-27%	-$135K	0.17%	115
2026 Q2	$472K	Sell	2,481 -181	-7%	-$31.1K	0.2%	95
2026 Q1	$449K	Hold	2,662	–	–	0.24%	89
2025 Q4	$449K	Hold	2,662	–	–	0.27%	80
2025 Q3	$384K	Buy	+2,662	New	+$363K	0.24%	92
2025 Q2	–	Sell	-2,762	Closed	-$353K	–	97
2025 Q1	$353K	Sell	2,762 -100	-3%	-$13.6K	0.38%	78
2024 Q4	$378K	Buy	+2,862	New	+$402K	0.41%	61

Other funds holding IBB

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Grant Private Wealth Management's IBB Position: Q3 2026 in Review

Grant Private Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 27% in Q3 2026, selling an estimated $135K and leaving 1,808 shares worth $381K. The position accounts for 0.17% of the portfolio, ranked #115.

Grant Private Wealth Management first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $472K in Q2 2026. 538 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Grant Private Wealth Management held 1,808 shares of iShares Biotechnology ETF worth $381K as of Q3 2026.
Grant Private Wealth Management sold 673 iShares Biotechnology ETF shares in Q3 2026, an estimated $135K.
iShares Biotechnology ETF made up 0.17% of Grant Private Wealth Management's portfolio in Q3 2026, its #115 holding.
Grant Private Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's iShares Biotechnology ETF position peaked at $472K in Q2 2026.
538 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.