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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFG Wealth Management's IBB Position: Q1 2026 in Review

KFG Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 8.1% in Q1 2026, buying an estimated $48.2K and bringing the position to 3,762 shares worth $635K. The position accounts for 0.08% of the portfolio, ranked #109.

KFG Wealth Management first reported a position in IBB in Q4 2022 and has held it in 9 quarters since. The position peaked at $8.99M in Q4 2022. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • KFG Wealth Management held 3,762 shares of iShares Biotechnology ETF worth $635K as of Q1 2026.
  • KFG Wealth Management bought 282 iShares Biotechnology ETF shares in Q1 2026, an estimated $48.2K.
  • iShares Biotechnology ETF made up 0.08% of KFG Wealth Management's portfolio in Q1 2026, its #109 holding.
  • KFG Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 9 quarters since.
  • KFG Wealth Management's iShares Biotechnology ETF position peaked at $8.99M in Q4 2022.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.