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KFG Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

KFG 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 		$791K Buy
4,160
+398
+11% +$68.4K 0.09% 102
2026
Q1 		$635K Buy
3,762
+282
+8% +$48.2K 0.08% 109
2025
Q4 		$587K Buy
3,480
+533
+18% +$86.6K 0.08% 117
2025
Q3 		$425K Buy
2,947
+503
+21% +$68.7K 0.06% 142
2025
Q2 		$309K Buy
2,444
+112
+5% +$13.7K 0.05% 164
2025
Q1 		$298K Buy
2,332
+189
+9% +$25.6K 0.05% 156
2024
Q4 		$283K Buy
2,143
+168
+9% +$23.6K 0.05% 154
2024
Q3 		$288K Buy
1,975
+415
+27% +$60K 0.06% 146
2024
Q2 		$214K Buy
+1,560
New +$208K 0.08% 153
2023
Q1 		– Sell
-68,480
Closed -$8.99M – 96
2022
Q4 		$8.99M Buy
+68,480
New +$8.85M 9.21% 4

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

KFG Wealth Management's IBB Position: Q2 2026 in Review

KFG Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 11% in Q2 2026, buying an estimated $68.4K and bringing the position to 4,160 shares worth $791K. The position accounts for 0.09% of the portfolio, ranked #102.

KFG Wealth Management first reported a position in IBB in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.99M in Q4 2022. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • KFG Wealth Management held 4,160 shares of iShares Biotechnology ETF worth $791K as of Q2 2026.
  • KFG Wealth Management bought 398 iShares Biotechnology ETF shares in Q2 2026, an estimated $68.4K.
  • iShares Biotechnology ETF made up 0.09% of KFG Wealth Management's portfolio in Q2 2026, its #102 holding.
  • KFG Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 10 quarters since.
  • KFG Wealth Management's iShares Biotechnology ETF position peaked at $8.99M in Q4 2022.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.