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Medallion Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Medallion Wealth Advisors’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
Q1 		$86.1K Hold
510
– – 0.03% 384
2025
Q4 		$86.1K Hold
510
– – 0.03% 377
2025
Q3 		$73.6K Hold
510
– – 0.03% 403
2025
Q2 		$65.1K Hold
510
– – 0.03% 417
2025
Q1 		$63.5K Hold
510
– – 0.03% 382
2024
Q4 		$67.4K Buy
+510
New +$71.7K 0.03% 361

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 $235B AUM 32.99% 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 $1.56T AUM 27.86% 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 $374B AUM 17.66% 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

Medallion Wealth Advisors's IBB Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 510 shares worth $86.1K. The position accounts for 0.03% of the portfolio, ranked #384.

Medallion Wealth Advisors first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Medallion Wealth Advisors held 510 shares of iShares Biotechnology ETF worth $86.1K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #384 holding.
  • Medallion Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.