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Capstone Wealth Management Group, Inc.’s iShares Biotechnology ETF IBB Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$656K Buy
+3,449
New +$593K 0.4% 57

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s IBB Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 3,449 shares worth $656K. The stake represents 0.4% of the portfolio and ranks #57 among its holdings.

354 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 3,449 shares of iShares Biotechnology ETF worth $656K as of Q2 2026.
  • iShares Biotechnology ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • iShares Biotechnology ETF made up 0.4% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #57 holding.
  • 354 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.