Kaydan Wealth Management
IBB icon

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
Q3 		$287K Buy
1,363
+51
+4% +$10.2K 0.1% 97
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% -$7.84K 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

Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Kaydan Wealth Management's IBB Position: Q3 2026 in Review

Kaydan Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 3.9% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,363 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #97.

Kaydan Wealth Management first reported a position in IBB in Q4 2021 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Kaydan Wealth Management held 1,363 shares of iShares Biotechnology ETF worth $287K as of Q3 2026.
  • Kaydan Wealth Management bought 51 iShares Biotechnology ETF shares in Q3 2026, an estimated $10.2K.
  • iShares Biotechnology ETF made up 0.1% of Kaydan Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Kaydan Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.