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

Maltin 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 		$584K Buy
3,068
+38
+1% +$6.53K 0.2% 85
2026
Q1 		$512K Buy
3,030
+2
+0.1% +$342 0.2% 81
2025
Q4 		$511K Sell
3,028
-6
-0.2% -$975 0.2% 80
2025
Q3 		$438K Buy
3,034
+2
+0.1% +$273 0.18% 84
2025
Q2 		$384K Hold
3,032
– – 0.17% 89
2025
Q1 		$388K Sell
3,032
-13
-0.4% -$1.76K 0.18% 91
2024
Q4 		$403K Buy
3,045
+1
+0% +$141 0.2% 90
2024
Q3 		$443K Buy
3,044
+4
+0.1% +$579 0.22% 81
2024
Q2 		$417K Sell
3,040
-80
-3% -$10.7K 0.22% 81
2024
Q1 		$428K Buy
3,120
+2
+0.1% +$273 0.24% 80
2023
Q4 		$424K Buy
3,118
+6
+0.2% +$732 0.27% 75
2023
Q3 		$381K Hold
3,112
– – 0.27% 81
2023
Q2 		$395K Hold
3,112
– – 0.28% 76
2023
Q1 		$402K Buy
3,112
+2
+0.1% +$262 0.29% 74
2022
Q4 		$408K Sell
3,110
-20
-0.6% -$2.58K 0.3% 73
2022
Q3 		$366K Buy
3,130
+11
+0.4% +$1.37K 0.29% 83
2022
Q2 		$367K Buy
3,119
+1
+0% +$119 0.27% 90
2022
Q1 		$406K Buy
3,118
+5
+0.2% +$651 0.27% 82
2021
Q4 		$475K Sell
3,113
-135
-4% -$20.9K 0.29% 78
2021
Q3 		$525K Sell
3,248
-147
-4% -$24.7K 0.32% 67
2021
Q2 		$556K Hold
3,395
– – 0.34% 66
2021
Q1 		$511K Sell
3,395
-38
-1% -$6.04K 0.33% 64
2020
Q4 		$520K Buy
3,433
+1
+0% +$143 0.36% 60
2020
Q3 		$465K Sell
3,432
-184
-5% -$25K 0.33% 59
2020
Q2 		$494K Sell
3,616
-17
-0.5% -$2.17K 0.37% 56
2020
Q1 		$391K Buy
3,633
+1
+0% +$115 0.33% 57
2019
Q4 		$438K Buy
+3,632
New +$405K 0.28% 49

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

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

Maltin Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 1.3% in Q2 2026, buying an estimated $6.53K and bringing the position to 3,068 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #85.

Maltin Wealth Management first reported a position in IBB in Q4 2019 and has held it in 27 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Maltin Wealth Management held 3,068 shares of iShares Biotechnology ETF worth $584K as of Q2 2026.
  • Maltin Wealth Management bought 38 iShares Biotechnology ETF shares in Q2 2026, an estimated $6.53K.
  • iShares Biotechnology ETF made up 0.2% of Maltin Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Maltin Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 27 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.