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

Liberty 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 		$582K Hold
3,447
– – 0.07% 134
2026
Q1 		$582K Sell
3,447
-28
-0.8% -$4.79K 0.07% 134
2025
Q4 		$586K Buy
3,475
+3
+0.1% +$487 0.08% 126
2025
Q3 		$501K Sell
3,472
-107
-3% -$14.6K 0.07% 131
2025
Q2 		$453K Buy
3,579
+2
+0.1% +$246 0.07% 135
2025
Q1 		$457K Buy
3,577
+2
+0.1% +$271 0.09% 96
2024
Q4 		$473K Sell
3,575
-368
-9% -$51.7K 0.08% 123
2024
Q3 		$574K Sell
3,943
-27
-0.7% -$3.91K 0.1% 109
2024
Q2 		$545K Sell
3,970
-189
-5% -$25.2K 0.1% 109
2024
Q1 		$571K Buy
4,159
+193
+5% +$26.4K 0.11% 98
2023
Q4 		$539K Buy
3,966
+10
+0.3% +$1.22K 0.12% 94
2023
Q3 		$484K Sell
3,956
-94
-2% -$12K 0.12% 94
2023
Q2 		$514K Hold
4,050
– – 0.13% 88
2023
Q1 		$523K Buy
+4,050
New +$530K 0.11% 123
2022
Q3 		$473K Hold
4,046
– – 0.13% 89
2022
Q2 		$476K Buy
4,046
+145
+4% +$17.2K 0.19% 84
2022
Q1 		$508K Buy
+3,901
New +$508K 0.18% 77
2021
Q4 		– Sell
-3,613
Closed -$559K – 92
2021
Q3 		$584K Buy
3,613
+2
+0.1% +$337 0.21% 71
2021
Q2 		$591K Buy
3,611
+2
+0.1% +$308 0.23% 64
2021
Q1 		$587K Hold
3,609
– – 0.29% 54
2020
Q4 		$587K Sell
3,609
-298
-8% -$42.6K 0.29% 54
2020
Q3 		$529K Sell
3,907
-212
-5% -$28.8K 0.31% 48
2020
Q2 		$563K Buy
4,119
+206
+5% +$26.3K 0.4% 41
2020
Q1 		$422K Sell
3,913
-285
-7% -$32.8K 0.37% 47
2019
Q4 		$506K Buy
4,198
+323
+8% +$36K 0.4% 48
2019
Q3 		$386K Sell
3,875
-1,065
-22% -$111K 0.37% 51
2019
Q2 		$539K Buy
4,940
+953
+24% +$101K 0.47% 47
2019
Q1 		$445K Sell
3,987
-255
-6% -$28K 0.34% 46
2018
Q4 		$409K Buy
+4,242
New +$450K 0.31% 45

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

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

Liberty Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 3,447 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #134.

Liberty Wealth Management first reported a position in IBB in Q4 2018 and has held it in 29 quarters since. The position peaked at $591K in Q2 2021. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Liberty Wealth Management held 3,447 shares of iShares Biotechnology ETF worth $582K as of Q2 2026.
  • Liberty Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Liberty Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's iShares Biotechnology ETF position peaked at $591K in Q2 2021.
  • 955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.