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Means Investment Company’s iShares Biotechnology ETF IBB Stock Holding History

Means Investment Company’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 		$1.02M Sell
5,364
-224
-4% -$38.5K 0.08% 87
2026
Q1 		$944K Sell
5,588
-166
-3% -$28.4K 0.08% 88
2025
Q4 		$971K Sell
5,754
-323
-5% -$52.5K 0.08% 89
2025
Q3 		$877K Sell
6,077
-506
-8% -$69.1K 0.08% 98
2025
Q2 		$833K Sell
6,583
-2,740
-29% -$336K 0.08% 100
2025
Q1 		$1.19M Sell
9,323
-997
-10% -$135K 0.13% 80
2024
Q4 		$1.36M Buy
10,320
+914
+10% +$128K 0.14% 81
2024
Q3 		$1.37M Sell
9,406
-137
-1% -$19.8K 0.15% 78
2024
Q2 		$1.31M Sell
9,543
-612
-6% -$81.7K 0.16% 77
2024
Q1 		$1.39M Buy
10,155
+16
+0.2% +$2.19K 0.18% 75
2023
Q4 		$1.38M Sell
10,139
-2,447
-19% -$299K 0.2% 75
2023
Q3 		$1.54M Sell
12,586
-269
-2% -$34.2K 0.25% 66
2023
Q2 		$1.63M Buy
12,855
+518
+4% +$67.3K 0.26% 70
2023
Q1 		$1.59M Buy
12,337
+549
+5% +$71.9K 0.28% 67
2022
Q4 		$1.55M Buy
11,788
+484
+4% +$62.5K 0.31% 70
2022
Q3 		$1.32M Buy
11,304
+1,444
+15% +$179K 0.29% 72
2022
Q2 		$1.16M Buy
9,860
+1,326
+16% +$157K 0.25% 82
2022
Q1 		$1.11M Buy
8,534
+1,003
+13% +$131K 0.2% 81
2021
Q4 		$1.15M Buy
7,531
+3,544
+89% +$549K 0.2% 78
2021
Q3 		$645K Sell
3,987
-1,294
-25% -$218K 0.13% 99
2021
Q2 		$864K Buy
5,281
+157
+3% +$24.2K 0.17% 85
2021
Q1 		$771K Buy
5,124
+378
+8% +$60K 0.18% 85
2020
Q4 		$806K Buy
4,746
+817
+21% +$117K 0.18% 80
2020
Q3 		$541K Buy
3,929
+309
+9% +$41.9K 0.15% 86
2020
Q2 		$477K Buy
3,620
+59
+2% +$7.52K 0.15% 88
2020
Q1 		$440K Buy
3,561
+359
+11% +$41.3K 0.17% 79
2019
Q4 		$390K Buy
3,202
+3
+0.1% +$335 0.13% 99
2019
Q3 		$350K Sell
3,199
-566
-15% -$59.2K 0.13% 103
2019
Q2 		$410K Buy
3,765
+67
+2% +$7.13K 0.17% 92
2019
Q1 		$413K Buy
3,698
+890
+32% +$97.6K 0.18% 89
2018
Q4 		$271K Buy
+2,808
New +$298K 0.15% 108

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

Means Investment Company's IBB Position: Q2 2026 in Review

Means Investment Company reduced its iShares Biotechnology ETF (IBB) stake by 4% in Q2 2026, selling an estimated $38.5K and leaving 5,364 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #87.

Means Investment Company first reported a position in IBB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.63M in Q2 2023. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Means Investment Company held 5,364 shares of iShares Biotechnology ETF worth $1.02M as of Q2 2026.
  • Means Investment Company sold 224 iShares Biotechnology ETF shares in Q2 2026, an estimated $38.5K.
  • iShares Biotechnology ETF made up 0.08% of Means Investment Company's portfolio in Q2 2026, its #87 holding.
  • Means Investment Company first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 31 quarters since.
  • Means Investment Company's iShares Biotechnology ETF position peaked at $1.63M in Q2 2023.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.