Kiley Juergens Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Kiley Juergens 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	$532K	Hold	2,795	–	–	0.08%	135
2026 Q1	$472K	Buy	+2,795	New	+$478K	0.08%	141
2018 Q4	–	Sell	-5,496	Closed	-$670K	–	307
2018 Q3	$670K	Sell	5,496 -40	-0.7%	-$4.71K	0.5%	42
2018 Q2	$607K	Buy	5,536 +520	+10%	+$55.6K	0.54%	41
2018 Q1	$535K	Sell	5,016 -271	-5%	-$30K	0.58%	44
2017 Q4	$564K	Buy	+5,287	New	+$565K	0.51%	40

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Kiley Juergens Wealth Management's IBB Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,795 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #135.

Kiley Juergens Wealth Management first reported a position in IBB in Q4 2017 and has held it in 6 quarters since. The position peaked at $670K in Q3 2018. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Kiley Juergens Wealth Management held 2,795 shares of iShares Biotechnology ETF worth $532K as of Q2 2026.
Kiley Juergens Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.08% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #135 holding.
Kiley Juergens Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 6 quarters since.
Kiley Juergens Wealth Management's iShares Biotechnology ETF position peaked at $670K in Q3 2018.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.