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

Marion 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 		$3.75M Sell
19,709
-432
-2% -$74.3K 0.76% 31
2026
Q1 		$3.4M Sell
20,141
-912
-4% -$156K 0.75% 32
2025
Q4 		$3.69M Sell
21,053
-128
-0.6% -$20.8K 0.82% 32
2025
Q3 		$3.06M Buy
21,181
+124
+0.6% +$16.9K 0.73% 36
2025
Q2 		$2.66M Buy
21,057
+837
+4% +$103K 0.67% 38
2025
Q1 		$2.59M Buy
20,220
+454
+2% +$61.6K 0.69% 37
2024
Q4 		$2.61M Buy
19,766
+545
+3% +$76.6K 0.69% 37
2024
Q3 		$2.8M Buy
19,221
+792
+4% +$115K 0.75% 34
2024
Q2 		$2.53M Buy
18,429
+580
+3% +$77.4K 0.74% 35
2024
Q1 		$2.45M Sell
17,849
-165
-0.9% -$22.5K 0.73% 37
2023
Q4 		$2.45M Buy
18,014
+1,063
+6% +$130K 0.78% 35
2023
Q3 		$2.07M Buy
16,951
+563
+3% +$71.6K 0.73% 35
2023
Q2 		$2.08M Buy
16,388
+366
+2% +$47.5K 0.74% 37
2023
Q1 		$2.07M Buy
16,022
+839
+6% +$110K 0.77% 30
2022
Q4 		$1.99M Buy
15,183
+2,144
+16% +$277K 0.84% 29
2022
Q3 		$1.52M Buy
13,039
+995
+8% +$124K 0.78% 29
2022
Q2 		$1.42M Buy
12,044
+3,971
+49% +$471K 0.74% 32
2022
Q1 		$1.05M Buy
8,073
+417
+5% +$54.3K 0.51% 48
2021
Q4 		$1.17M Buy
+7,656
New +$1.19M 0.55% 43

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

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

Marion Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 2.1% in Q2 2026, selling an estimated $74.3K and leaving 19,709 shares worth $3.75M. The position accounts for 0.76% of the portfolio, ranked #31.

Marion Wealth Management first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Marion Wealth Management held 19,709 shares of iShares Biotechnology ETF worth $3.75M as of Q2 2026.
  • Marion Wealth Management sold 432 iShares Biotechnology ETF shares in Q2 2026, an estimated $74.3K.
  • iShares Biotechnology ETF made up 0.76% of Marion Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Marion Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.