IFWM
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Institute for Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Institute for Wealth Management’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Hold
7,439
– – 0.13% 149
2026
Q1 		$1.4M Sell
7,439
-34
-0.5% -$6.55K 0.15% 152
2025
Q4 		$1.41M Sell
7,473
-21
-0.3% -$3.88K 0.15% 145
2025
Q3 		$1.24M Sell
7,494
-87
-1% -$14.2K 0.13% 163
2025
Q2 		$1.16M Hold
7,581
– – 0.13% 165
2025
Q1 		$1.19M Sell
7,581
-22
-0.3% -$3.57K 0.15% 150
2024
Q4 		$1.19M Buy
7,603
+2
+0% +$336 0.15% 144
2024
Q3 		$1.35M Sell
7,601
-77
-1% -$13.7K 0.17% 133
2024
Q2 		$1.29M Hold
7,678
– – 0.17% 125
2024
Q1 		$1.28M Hold
7,678
– – 0.16% 135
2023
Q4 		$1.27M Sell
7,678
-120
-2% -$18.5K 0.21% 124
2023
Q3 		$1.21M Sell
7,798
-15
-0.2% -$2.4K 0.22% 116
2023
Q2 		$1.22M Sell
7,813
-64
-0.8% -$10.2K 0.21% 121
2023
Q1 		$1.28M Buy
7,877
+251
+3% +$40.6K 0.24% 110
2022
Q4 		$1.22M Sell
7,626
-83
-1% -$13.1K 0.26% 110
2022
Q3 		$1.08M Sell
7,709
-113
-1% -$17.1K 0.24% 111
2022
Q2 		$1.14M Sell
7,822
-27
-0.3% -$4.02K 0.22% 117
2022
Q1 		$1.27M Sell
7,849
-80
-1% -$13K 0.21% 120
2021
Q4 		$1.5M Buy
7,929
+403
+5% +$77.7K 0.24% 109
2021
Q3 		$1.52M Buy
7,526
+371
+5% +$77.9K 0.27% 94
2021
Q2 		$1.44M Buy
7,155
+306
+4% +$57K 0.25% 100
2021
Q1 		$1.2M Buy
6,849
+127
+2% +$23K 0.23% 116
2020
Q4 		$1.14M Buy
6,722
+151
+2% +$24.9K 0.23% 107
2020
Q3 		$1.06M Buy
6,571
+381
+6% +$62K 0.24% 106
2020
Q2 		$1.01M Buy
6,190
+224
+4% +$34K 0.25% 107
2020
Q1 		$764K Buy
5,966
+103
+2% +$13.9K 0.24% 116
2019
Q4 		$817K Buy
5,863
+888
+18% +$117K 0.18% 161
2019
Q3 		$587K Hold
4,975
– – 0.15% 208
2019
Q2 		$642K Sell
4,975
-125
-2% -$15.4K 0.14% 216
2019
Q1 		$655K Sell
5,100
-70
-1% -$8.84K 0.14% 196
2018
Q4 		$572K Buy
+5,170
New +$625K 0.23% 130

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's BBH Position: Q2 2026 in Review

Institute for Wealth Management held its VanEck Biotech ETF (BBH) position steady in Q2 2026 at 7,439 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #149.

Institute for Wealth Management first reported a position in BBH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.52M in Q3 2021. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

  • Institute for Wealth Management held 7,439 shares of VanEck Biotech ETF worth $1.51M as of Q2 2026.
  • Institute for Wealth Management left its VanEck Biotech ETF share count unchanged in Q2 2026.
  • VanEck Biotech ETF made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Institute for Wealth Management first reported a position in VanEck Biotech ETF in Q4 2018 and has held it in 31 quarters since.
  • Institute for Wealth Management's VanEck Biotech ETF position peaked at $1.52M in Q3 2021.
  • 110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.