Kesler Norman & Wride’s iShares Biotechnology ETF IBB Stock Holding History

Kesler Norman & Wride’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	$532K	Buy	2,797 +83	+3%	+$14.3K	0.08%	200
2026 Q1	$458K	Sell	2,714 -621	-19%	-$106K	0.08%	195
2025 Q4	$563K	Buy	+3,335	New	+$542K	0.1%	183
2021 Q4	–	Sell	-1,317	Closed	-$213K	–	149
2021 Q3	$213K	Sell	1,317 -184	-12%	-$31K	0.05%	144
2021 Q2	$249K	Sell	1,501 -7,009	-82%	-$1.08M	0.06%	146
2021 Q1	$1.28M	Sell	8,510 -346	-4%	-$55K	0.32%	80
2020 Q4	$1.34M	Buy	+8,856	New	+$1.27M	0.37%	75

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

Kesler Norman & Wride's IBB Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares Biotechnology ETF (IBB) stake by 3.1% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,797 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #200.

Kesler Norman & Wride first reported a position in IBB in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Kesler Norman & Wride held 2,797 shares of iShares Biotechnology ETF worth $532K as of Q2 2026.
Kesler Norman & Wride bought 83 iShares Biotechnology ETF shares in Q2 2026, an estimated $14.3K.
iShares Biotechnology ETF made up 0.08% of Kesler Norman & Wride's portfolio in Q2 2026, its #200 holding.
Kesler Norman & Wride first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 7 quarters since.
Kesler Norman & Wride's iShares Biotechnology ETF position peaked at $1.34M in Q4 2020.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.