Lyell Wealth Management
IBB icon

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

Lyell 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 		$4.42M Buy
20,993
+1,445
+7% +$290K 0.26% 73
2026
Q2 		$3.72M Buy
19,548
+1,978
+11% +$340K 0.23% 76
2026
Q1 		$2.97M Buy
17,570
+6,740
+62% +$1.15M 0.22% 82
2025
Q4 		$1.83M Buy
10,830
+4,380
+68% +$711K 0.13% 89
2025
Q3 		$931K Buy
6,450
+676
+12% +$92.3K 0.07% 123
2025
Q2 		$730K Sell
5,774
-10,508
-65% -$1.29M 0.06% 133
2025
Q1 		$2.08M Sell
16,282
-6,590
-29% -$894K 0.19% 91
2024
Q4 		$3.02M Buy
22,872
+598
+3% +$84.1K 0.27% 86
2024
Q3 		$3.24M Buy
22,274
+735
+3% +$106K 0.29% 85
2024
Q2 		$2.96M Buy
21,539
+145
+0.7% +$19.4K 0.28% 86
2024
Q1 		$2.94M Buy
21,394
+829
+4% +$113K 0.3% 85
2023
Q4 		$2.79M Sell
20,565
-1,377
-6% -$168K 0.32% 84
2023
Q3 		$2.68M Sell
21,942
-4,615
-17% -$587K 0.36% 81
2023
Q2 		$3.37M Buy
26,557
+515
+2% +$66.9K 0.43% 75
2023
Q1 		$3.36M Buy
26,042
+2,205
+9% +$289K 0.47% 72
2022
Q4 		$3.13M Buy
+23,837
New +$3.08M 0.49% 69
2022
Q3 		– Sell
-3,920
Closed -$461K – 195
2022
Q2 		$461K Buy
3,920
+1,782
+83% +$212K 0.08% 134
2022
Q1 		$279K Buy
+2,138
New +$278K 0.04% 175
2021
Q4 		– Sell
-2,006
Closed -$324K – 189
2021
Q3 		$324K Buy
+2,006
New +$338K 0.04% 154

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

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

Lyell Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 7.4% in Q3 2026, buying an estimated $290K and bringing the position to 20,993 shares worth $4.42M. The position accounts for 0.26% of the portfolio, ranked #73.

Lyell Wealth Management first reported a position in IBB in Q3 2021 and has held it in 19 quarters since. 565 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Lyell Wealth Management held 20,993 shares of iShares Biotechnology ETF worth $4.42M as of Q3 2026.
  • Lyell Wealth Management bought 1,445 iShares Biotechnology ETF shares in Q3 2026, an estimated $290K.
  • iShares Biotechnology ETF made up 0.26% of Lyell Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Lyell Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2021 and has held it in 19 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.