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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 $1.55T 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 22.9% 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. 960 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.
  • 960 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.