Institute for Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $610K | Sell |
3,206
-97
| -3% | -$16.7K | 0.05% | 288 |
|
|
2026
Q1 | $558K | Buy |
3,303
+209
| +7% | +$35.7K | 0.06% | 294 |
|
|
2025
Q4 | $522K | Sell |
3,094
-60
| -2% | -$9.74K | 0.06% | 308 |
|
|
2025
Q3 | $455K | Sell |
3,154
-138
| -4% | -$18.8K | 0.05% | 343 |
|
|
2025
Q2 | $416K | Sell |
3,292
-85
| -3% | -$10.4K | 0.05% | 352 |
|
|
2025
Q1 | $432K | Hold |
3,377
| – | – | 0.06% | 323 |
|
|
2024
Q4 | $446K | Hold |
3,377
| – | – | 0.06% | 310 |
|
|
2024
Q3 | $492K | Sell |
3,377
-220
| -6% | -$31.8K | 0.06% | 302 |
|
|
2024
Q2 | $494K | Buy |
3,597
+103
| +3% | +$13.8K | 0.07% | 282 |
|
|
2024
Q1 | $479K | Hold |
3,494
| – | – | 0.06% | 299 |
|
|
2023
Q4 | $475K | Sell |
3,494
-35
| -1% | -$4.27K | 0.08% | 283 |
|
|
2023
Q3 | $432K | Buy |
3,529
+80
| +2% | +$10.2K | 0.08% | 283 |
|
|
2023
Q2 | $438K | Hold |
3,449
| – | – | 0.07% | 289 |
|
|
2023
Q1 | $445K | Hold |
3,449
| – | – | 0.09% | 276 |
|
|
2022
Q4 | $453K | Hold |
3,449
| – | – | 0.1% | 277 |
|
|
2022
Q3 | $403K | Buy |
3,449
+491
| +17% | +$61K | 0.09% | 279 |
|
|
2022
Q2 | $348K | Sell |
2,958
-13
| -0.4% | -$1.54K | 0.07% | 355 |
|
|
2022
Q1 | $387K | Buy |
2,971
+250
| +9% | +$32.6K | 0.06% | 347 |
|
|
2021
Q4 | $415K | Sell |
2,721
-20
| -0.7% | -$3.1K | 0.07% | 311 |
|
|
2021
Q3 | $443K | Sell |
2,741
-112
| -4% | -$18.8K | 0.08% | 297 |
|
|
2021
Q2 | $467K | Buy |
2,853
+112
| +4% | +$17.3K | 0.08% | 288 |
|
|
2021
Q1 | $413K | Buy |
2,741
+26
| +1% | +$4.13K | 0.08% | 298 |
|
|
2020
Q4 | $411K | Buy |
2,715
+35
| +1% | +$5K | 0.08% | 294 |
|
|
2020
Q3 | $363K | Buy |
2,680
+184
| +7% | +$25K | 0.08% | 285 |
|
|
2020
Q2 | $341K | Hold |
2,496
| – | – | 0.08% | 301 |
|
|
2020
Q1 | $269K | Buy |
2,496
+170
| +7% | +$19.6K | 0.08% | 299 |
|
|
2019
Q4 | $280K | Buy |
2,326
+9
| +0.4% | +$1K | 0.06% | 361 |
|
|
2019
Q3 | $231K | Hold |
2,317
| – | – | 0.06% | 372 |
|
|
2019
Q2 | $253K | Buy |
2,317
+75
| +3% | +$7.98K | 0.06% | 388 |
|
|
2019
Q1 | $251K | Buy |
+2,242
| New | +$246K | 0.05% | 368 |
|
|
2018
Q1 | – | Sell |
-2,879
| Closed | -$305K | – | 319 |
|
|
2017
Q4 | $305K | Buy |
+2,879
| New | +$308K | 0.07% | 303 |
|
|
2017
Q3 | – | Sell |
-2,499
| Closed | -$257K | – | 309 |
|
|
2017
Q2 | $257K | Buy |
+2,499
| New | +$246K | 0.07% | 335 |
|
Other funds holding IBB
CB
Institute for Wealth Management's IBB Position: Q2 2026 in Review
Institute for Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 2.9% in Q2 2026, selling an estimated $16.7K and leaving 3,206 shares worth $610K. The position accounts for 0.05% of the portfolio, ranked #288.
Institute for Wealth Management first reported a position in IBB in Q2 2017 and has held it in 32 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.
- Institute for Wealth Management held 3,206 shares of iShares Biotechnology ETF worth $610K as of Q2 2026.
- Institute for Wealth Management sold 97 iShares Biotechnology ETF shares in Q2 2026, an estimated $16.7K.
- iShares Biotechnology ETF made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #288 holding.
- Institute for Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 32 quarters since.
- 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.