Massachusetts Wealth Management
IBB icon

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

Massachusetts 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 		$1.27M Buy
6,031
+1,585
+36% +$318K 0.51% 65
2026
Q2 		$846K Buy
4,446
+223
+5% +$38.3K 0.32% 74
2026
Q1 		$713K Buy
4,223
+208
+5% +$35.6K 0.31% 76
2025
Q4 		$678K Buy
4,015
+762
+23% +$124K 0.32% 77
2025
Q3 		$470K Buy
3,253
+450
+16% +$61.4K 0.23% 79
2025
Q2 		$355K Buy
2,803
+313
+13% +$38.4K 0.2% 79
2025
Q1 		$318K Buy
2,490
+445
+22% +$60.3K 0.22% 71
2024
Q4 		$270K Buy
+2,045
New +$287K 0.17% 83

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Massachusetts Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 36% in Q3 2026, buying an estimated $318K and bringing the position to 6,031 shares worth $1.27M. The position accounts for 0.51% of the portfolio, ranked #65.

Massachusetts Wealth Management first reported a position in IBB in Q4 2024 and has held it in 8 quarters since. 670 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Massachusetts Wealth Management held 6,031 shares of iShares Biotechnology ETF worth $1.27M as of Q3 2026.
  • Massachusetts Wealth Management bought 1,585 iShares Biotechnology ETF shares in Q3 2026, an estimated $318K.
  • iShares Biotechnology ETF made up 0.51% of Massachusetts Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Massachusetts Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 8 quarters since.
  • 670 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.