HWP
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Highline Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Highline Wealth Partners’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 		$39K Hold
205
– – 0.01% 271
2026
Q1 		$34.6K Sell
205
-25
-11% -$4.28K 0.01% 215
2025
Q4 		$38.8K Hold
230
– – 0.01% 156
2025
Q3 		$33.2K Hold
230
– – 0.01% 192
2025
Q2 		$29.1K Buy
230
+25
+12% +$3.07K 0.01% 175
2025
Q1 		$26.2K Hold
205
– – 0.01% 175
2024
Q4 		$27.1K Hold
205
– – 0.01% 161
2024
Q3 		$29.8K Sell
205
-106
-34% -$15.3K 0.01% 156
2024
Q2 		$42.7K Buy
311
+162
+109% +$21.6K 0.02% 133
2024
Q1 		$20.5K Buy
+149
New +$20.3K 0.01% 172

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
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
DC
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

Highline Wealth Partners's IBB Position: Q2 2026 in Review

Highline Wealth Partners held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 205 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #271.

Highline Wealth Partners first reported a position in IBB in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.7K in Q2 2024. 163 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Highline Wealth Partners held 205 shares of iShares Biotechnology ETF worth $39K as of Q2 2026.
  • Highline Wealth Partners left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Highline Wealth Partners first reported a position in iShares Biotechnology ETF in Q1 2024 and has held it in 10 quarters since.
  • Highline Wealth Partners's iShares Biotechnology ETF position peaked at $42.7K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.