IWC
BBH icon

Integrated Wealth Concepts’s VanEck Biotech ETF BBH Stock Holding History

Integrated Wealth Concepts’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 		$1.32M Buy
6,485
+5,403
+499% +$1.02M 0.01% 1050
2026
Q1 		$203K Buy
+1,082
New +$208K ﹤0.01% 2103
2025
Q1 		– Sell
-1,650
Closed -$259K – 1750
2024
Q4 		$259K Buy
1,650
+2
+0.1% +$336 ﹤0.01% 1453
2024
Q3 		$292K Hold
1,648
– – ﹤0.01% 1359
2024
Q2 		$278K Sell
1,648
-6
-0.4% -$981 ﹤0.01% 1354
2024
Q1 		$275K Sell
1,654
-48
-3% -$7.95K ﹤0.01% 1368
2023
Q4 		$281K Sell
1,702
-1
-0.1% -$154 ﹤0.01% 1298
2023
Q3 		$265K Hold
1,703
– – ﹤0.01% 1288
2023
Q2 		$266K Sell
1,703
-3
-0.2% -$479 ﹤0.01% 1291
2023
Q1 		$277K Buy
1,706
+409
+32% +$66.2K 0.01% 1090
2022
Q4 		$207K Sell
1,297
-234
-15% -$37.1K 0.01% 935
2022
Q3 		$216K Hold
1,531
– – 0.01% 839
2022
Q2 		$223K Hold
1,531
– – 0.01% 859
2022
Q1 		$248K Hold
1,531
– – 0.01% 806
2021
Q4 		$290K Sell
1,531
-224
-13% -$43.2K 0.01% 789
2021
Q3 		$355K Buy
1,755
+119
+7% +$25K 0.01% 674
2021
Q2 		$330K Hold
1,636
– – 0.01% 632
2021
Q1 		$287K Buy
1,636
+26
+2% +$4.7K 0.01% 599
2020
Q4 		$273K Buy
1,610
+3
+0.2% +$494 0.01% 534
2020
Q3 		$260K Buy
+1,607
New +$261K 0.02% 484
2019
Q3 		– Sell
-1,617
Closed -$208K – 425
2019
Q2 		$208K Buy
+1,617
New +$199K 0.03% 356

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

Integrated Wealth Concepts's BBH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its VanEck Biotech ETF (BBH) stake by 499% in Q2 2026, buying an estimated $1.02M and bringing the position to 6,485 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1050.

Integrated Wealth Concepts first reported a position in BBH in Q2 2019 and has held it in 21 quarters since. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

  • Integrated Wealth Concepts held 6,485 shares of VanEck Biotech ETF worth $1.32M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,403 VanEck Biotech ETF shares in Q2 2026, an estimated $1.02M.
  • VanEck Biotech ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1050 holding.
  • Integrated Wealth Concepts first reported a position in VanEck Biotech ETF in Q2 2019 and has held it in 21 quarters since.
  • 110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.