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Green Ridge Wealth Planning’s iShares Biotechnology ETF IBB Stock Holding History

Green Ridge Wealth Planning’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 		$368K Hold
1,750
– – 0.15% 57
2026
Q2 		$333K Hold
1,750
– – 0.14% 64
2026
Q1 		$295K Hold
1,750
– – 0.16% 60
2025
Q4 		$295K Buy
+1,750
New +$284K 0.15% 61

Other funds holding IBB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Green Ridge Wealth Planning's IBB Position: Q3 2026 in Review

Green Ridge Wealth Planning held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 1,750 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #57.

Green Ridge Wealth Planning first reported a position in IBB in Q4 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Green Ridge Wealth Planning held 1,750 shares of iShares Biotechnology ETF worth $368K as of Q3 2026.
  • Green Ridge Wealth Planning left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up 0.15% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #57 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.