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 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

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Grant Private Wealth Management's IBB Position: Q2 2026 in Review

Grant Private Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 6.8% in Q2 2026, selling an estimated $31.1K and leaving 2,481 shares worth $472K. The position accounts for 0.2% of the portfolio, ranked #95.

Grant Private Wealth Management first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Grant Private Wealth Management held 2,481 shares of iShares Biotechnology ETF worth $472K as of Q2 2026.
Grant Private Wealth Management sold 181 iShares Biotechnology ETF shares in Q2 2026, an estimated $31.1K.
iShares Biotechnology ETF made up 0.2% of Grant Private Wealth Management's portfolio in Q2 2026, its #95 holding.
Grant Private Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
158 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.