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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
2020
Q4 		– Sell
-2,200
Closed -$2K – 188
2020
Q3 		$2K Sell
2,200
-2,000
-48% -$271K ﹤0.01% 153
2020
Q2 		$6K Buy
+4,200
New +$535K ﹤0.01% 144

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Means Investment Company's IBB Position: Q1 2026 in Review

Means Investment Company reduced its iShares Biotechnology ETF (IBB) stake by 2.9% in Q1 2026, selling an estimated $28.4K and leaving 5,588 shares worth $944K. The position accounts for 0.08% of the portfolio, ranked #88.

Means Investment Company first reported a position in IBB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.63M in Q2 2023. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Means Investment Company held 5,588 shares of iShares Biotechnology ETF worth $944K as of Q1 2026.
  • Means Investment Company sold 166 iShares Biotechnology ETF shares in Q1 2026, an estimated $28.4K.
  • iShares Biotechnology ETF made up 0.08% of Means Investment Company's portfolio in Q1 2026, its #88 holding.
  • Means Investment Company first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's iShares Biotechnology ETF position peaked at $1.63M in Q2 2023.
  • 921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.