KFG Wealth Management
IBB icon

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
Q3 		$872K Sell
4,142
-18
-0.4% -$3.61K 0.09% 92
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

Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

KFG Wealth Management's IBB Position: Q3 2026 in Review

KFG Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 0.43% in Q3 2026, selling an estimated $3.61K and leaving 4,142 shares worth $872K. The position accounts for 0.09% of the portfolio, ranked #92.

KFG Wealth Management first reported a position in IBB in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.99M in Q4 2022. 303 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • KFG Wealth Management held 4,142 shares of iShares Biotechnology ETF worth $872K as of Q3 2026.
  • KFG Wealth Management sold 18 iShares Biotechnology ETF shares in Q3 2026, an estimated $3.61K.
  • iShares Biotechnology ETF made up 0.09% of KFG Wealth Management's portfolio in Q3 2026, its #92 holding.
  • KFG Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 11 quarters since.
  • KFG Wealth Management's iShares Biotechnology ETF position peaked at $8.99M in Q4 2022.
  • 303 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.