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Keudell/Morrison Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Keudell/Morrison 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 		$235K Hold
1,235
– – 0.04% 233
2026
Q1 		$209K Buy
+1,235
New +$211K 0.04% 232

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 22.96% 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

Keudell/Morrison Wealth Management's IBB Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,235 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #233.

Keudell/Morrison Wealth Management first reported a position in IBB in Q1 2026 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,235 shares of iShares Biotechnology ETF worth $235K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Keudell/Morrison Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2026 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.