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Keystone Wealth Services’s iShares Biotechnology ETF IBB Stock Holding History

Keystone 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 		$214K Buy
+1,128
New +$194K 0.04% 305
2026
Q1 		– Sell
-4,823
Closed -$814K – 305
2025
Q4 		$814K Buy
+4,823
New +$783K 0.17% 103
2022
Q1 		– Sell
-1,854
Closed -$283K – 184
2021
Q4 		$283K Buy
+1,854
New +$287K 0.11% 136

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

Keystone Wealth Services's IBB Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,128 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in IBB as recently as Q4 2025.

Keystone Wealth Services first reported a position in IBB in Q4 2021 and has held it in 3 quarters since. The position peaked at $814K in Q4 2025. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Keystone Wealth Services held 1,128 shares of iShares Biotechnology ETF worth $214K as of Q2 2026.
  • iShares Biotechnology ETF was a new Keystone Wealth Services position in Q2 2026.
  • iShares Biotechnology ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #305 holding.
  • Keystone Wealth Services first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 3 quarters since.
  • Keystone Wealth Services's iShares Biotechnology ETF position peaked at $814K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.