HWA
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HHM Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

HHM Wealth Advisors’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 		$33.3K Hold
175
– – ﹤0.01% 447
2026
Q1 		$29.5K Hold
175
– – ﹤0.01% 447
2025
Q4 		$29.5K Sell
175
-50
-22% -$8.12K ﹤0.01% 435
2025
Q3 		$32.5K Hold
225
– – ﹤0.01% 440
2025
Q2 		$28.5K Hold
225
– – ﹤0.01% 458
2025
Q1 		$28.8K Hold
225
– – ﹤0.01% 455
2024
Q4 		$29.7K Buy
225
+150
+200% +$21.1K ﹤0.01% 436
2024
Q3 		$10.9K Sell
75
-42
-36% -$6.08K ﹤0.01% 545
2024
Q2 		$16.1K Buy
117
+12
+11% +$1.6K ﹤0.01% 488
2024
Q1 		$14.4K Hold
105
– – ﹤0.01% 467
2023
Q4 		$14.3K Hold
105
– – ﹤0.01% 458
2023
Q3 		$12.8K Hold
105
– – ﹤0.01% 467
2023
Q2 		$13.3K Hold
105
– – ﹤0.01% 479
2023
Q1 		$13.6K Hold
105
– – ﹤0.01% 471
2022
Q4 		$13.8K Hold
105
– – ﹤0.01% 408
2022
Q3 		$12K Hold
105
– – ﹤0.01% 411
2022
Q2 		$12K Hold
105
– – ﹤0.01% 502
2022
Q1 		$14K Hold
105
– – ﹤0.01% 499
2021
Q4 		$16K Hold
105
– – ﹤0.01% 456
2021
Q3 		$17K Hold
105
– – ﹤0.01% 428
2021
Q2 		$17K Hold
105
– – ﹤0.01% 417
2021
Q1 		$16K Hold
105
– – ﹤0.01% 403
2020
Q4 		$16K Hold
105
– – 0.01% 377
2020
Q3 		$14K Hold
105
– – 0.01% 354
2020
Q2 		$14K Hold
105
– – 0.01% 344
2020
Q1 		$11K Buy
+105
New +$12.1K 0.01% 348

Other funds holding IBB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
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

HHM Wealth Advisors's IBB Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 175 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

HHM Wealth Advisors first reported a position in IBB in Q1 2020 and has held it in 26 quarters since. 320 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • HHM Wealth Advisors held 175 shares of iShares Biotechnology ETF worth $33.3K as of Q2 2026.
  • HHM Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #447 holding.
  • HHM Wealth Advisors first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 26 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.