High Point Wealth Management
IBB icon

High Point Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

High Point 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 		$15.8K Hold
75
– – 0.01% 213
2026
Q2 		$14.3K Hold
75
– – 0.01% 204
2026
Q1 		$12.7K Sell
75
-64
-46% -$10.9K 0.01% 204
2025
Q4 		$23.5K Buy
+139
New +$22.6K 0.02% 186

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

High Point Wealth Management's IBB Position: Q3 2026 in Review

High Point Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 75 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #213.

High Point Wealth Management first reported a position in IBB in Q4 2025 and has held it in 4 quarters since. The position peaked at $23.5K in Q4 2025. 646 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • High Point Wealth Management held 75 shares of iShares Biotechnology ETF worth $15.8K as of Q3 2026.
  • High Point Wealth Management left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #213 holding.
  • High Point Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's iShares Biotechnology ETF position peaked at $23.5K in Q4 2025.
  • 646 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.