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Kestra Private Wealth Services’s iShares Biotechnology ETF IBB Stock Holding History

Kestra Private Wealth Services’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 		$1.47M Buy
7,723
+547
+8% +$94K 0.02% 710
2026
Q1 		$1.21M Buy
7,176
+615
+9% +$105K 0.01% 746
2025
Q4 		$1.11M Buy
6,561
+349
+6% +$56.7K 0.01% 769
2025
Q3 		$897K Sell
6,212
-600
-9% -$81.9K 0.01% 828
2025
Q2 		$862K Buy
6,812
+278
+4% +$34.1K 0.01% 798
2025
Q1 		$836K Buy
6,534
+169
+3% +$22.9K 0.01% 748
2024
Q4 		$842K Buy
6,365
+1,284
+25% +$181K 0.01% 704
2024
Q3 		$740K Buy
5,081
+552
+12% +$79.9K 0.01% 722
2024
Q2 		$622K Sell
4,529
-461
-9% -$61.5K 0.01% 746
2024
Q1 		$685K Sell
4,990
-451
-8% -$61.6K 0.02% 684
2023
Q4 		$739K Sell
5,441
-1,372
-20% -$167K 0.02% 608
2023
Q3 		$833K Sell
6,813
-1,373
-17% -$175K 0.03% 515
2023
Q2 		$1.04M Sell
8,186
-60
-0.7% -$7.79K 0.04% 421
2023
Q1 		$1.07M Buy
8,246
+208
+3% +$27.2K 0.04% 395
2022
Q4 		$1.06M Buy
8,038
+2,166
+37% +$280K 0.05% 360
2022
Q3 		$687K Buy
5,872
+134
+2% +$16.6K 0.04% 413
2022
Q2 		$675K Sell
5,738
-557
-9% -$66.1K 0.04% 419
2022
Q1 		$820K Buy
6,295
+279
+5% +$36.3K 0.04% 427
2021
Q4 		$918K Sell
6,016
-911
-13% -$141K 0.04% 406
2021
Q3 		$1.12M Buy
6,927
+920
+15% +$155K 0.06% 326
2021
Q2 		$983K Buy
6,007
+913
+18% +$141K 0.06% 332
2021
Q1 		$767K Sell
5,094
-770
-13% -$122K 0.05% 356
2020
Q4 		$894K Sell
5,864
-408
-7% -$58.3K 0.07% 299
2020
Q3 		$849K Buy
+6,272
New +$851K 0.07% 269

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Kestra Private Wealth Services's IBB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares Biotechnology ETF (IBB) stake by 7.6% in Q2 2026, buying an estimated $94K and bringing the position to 7,723 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #710.

Kestra Private Wealth Services first reported a position in IBB in Q3 2020 and has held it in 24 quarters since. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Kestra Private Wealth Services held 7,723 shares of iShares Biotechnology ETF worth $1.47M as of Q2 2026.
  • Kestra Private Wealth Services bought 547 iShares Biotechnology ETF shares in Q2 2026, an estimated $94K.
  • iShares Biotechnology ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #710 holding.
  • Kestra Private Wealth Services first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 24 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.