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

Kaydan 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 Q2	$250K	Buy	1,312 +8	+0.6%	+$1.38K	0.08%	107
2026 Q1	$220K	Hold	1,304	–	–	0.07%	104
2025 Q4	$220K	Buy	+1,304	New	+$212K	0.06%	109
2022 Q3	–	Sell	-1,780	Closed	-$209K	–	87
2022 Q2	$209K	Sell	1,780 -66	-4%	-$7.83K	0.12%	85
2022 Q1	$241K	Sell	1,846 -32	-2%	-$4.17K	0.11%	90
2021 Q4	$287K	Buy	+1,878	New	+$291K	0.11%	87

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Kaydan Wealth Management's IBB Position: Q2 2026 in Review

Kaydan Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 0.61% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,312 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #107.

Kaydan Wealth Management first reported a position in IBB in Q4 2021 and has held it in 6 quarters since. The position peaked at $287K in Q4 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Kaydan Wealth Management held 1,312 shares of iShares Biotechnology ETF worth $250K as of Q2 2026.
Kaydan Wealth Management bought 8 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.38K.
iShares Biotechnology ETF made up 0.08% of Kaydan Wealth Management's portfolio in Q2 2026, its #107 holding.
Kaydan Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 6 quarters since.
Kaydan Wealth Management's iShares Biotechnology ETF position peaked at $287K in Q4 2021.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.