Horizon Wealth Management
IBB icon

Horizon Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Horizon 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 		$19M Buy
90,107
+29,822
+49% +$5.98M 2.39% 16
2026
Q2 		$11.5M Buy
60,285
+58,551
+3,377% +$10.1M 1.46% 23
2026
Q1 		$293K Sell
1,734
-52,923
-97% -$9.05M 0.04% 111
2025
Q4 		$9.22M Buy
+54,657
New +$8.88M 1.43% 19

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

Horizon Wealth Management's IBB Position: Q3 2026 in Review

Horizon Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 49% in Q3 2026, buying an estimated $5.98M and bringing the position to 90,107 shares worth $19M. The position accounts for 2.39% of the portfolio, ranked #16.

Horizon Wealth Management first reported a position in IBB in Q4 2025 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Horizon Wealth Management held 90,107 shares of iShares Biotechnology ETF worth $19M as of Q3 2026.
  • Horizon Wealth Management bought 29,822 iShares Biotechnology ETF shares in Q3 2026, an estimated $5.98M.
  • iShares Biotechnology ETF made up 2.39% of Horizon Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Horizon Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.