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

Meridian 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
Q1 		$701K Sell
4,151
-325
-7% -$55.6K 0.02% 428
2025
Q4 		$755K Sell
4,476
-60
-1% -$9.74K 0.03% 401
2025
Q3 		$655K Sell
4,536
-40
-0.9% -$5.46K 0.03% 417
2025
Q2 		$579K Buy
4,576
+233
+5% +$28.6K 0.02% 412
2025
Q1 		$555K Sell
4,343
-299
-6% -$40.5K 0.03% 391
2024
Q4 		$614K Sell
4,642
-62
-1% -$8.72K 0.03% 374
2024
Q3 		$685K Buy
+4,704
New +$681K 0.03% 353
2024
Q2 		– Sell
-4,939
Closed -$678K – 392
2024
Q1 		$678K Sell
4,939
-91
-2% -$12.4K 0.11% 119
2023
Q4 		$683K Sell
5,030
-5,124
-50% -$625K 0.04% 323
2023
Q3 		$1.24M Buy
10,154
+4,242
+72% +$539K 0.08% 208
2023
Q2 		$751K Buy
5,912
+8
+0.1% +$1.04K 0.06% 247
2023
Q1 		$763K Buy
5,904
+43
+0.7% +$5.63K 0.07% 251
2022
Q4 		$769K Buy
5,861
+45
+0.8% +$5.82K 0.08% 234
2022
Q3 		$680K Buy
5,816
+126
+2% +$15.6K 0.07% 234
2022
Q2 		$669K Buy
5,690
+445
+8% +$52.8K 0.05% 291
2022
Q1 		$683K Hold
5,245
– – 0.07% 198
2021
Q4 		$800K Hold
5,245
– – 0.09% 184
2021
Q3 		$848K Hold
5,245
– – 0.1% 165
2021
Q2 		$858K Buy
5,245
+166
+3% +$25.6K 0.11% 158
2021
Q1 		$765K Sell
5,079
-55
-1% -$8.74K 0.11% 160
2020
Q4 		$777K Buy
+5,134
New +$734K 0.12% 143
2019
Q3 		– Sell
-317
Closed -$346 – 312
2019
Q2 		$346 Buy
+317
New +$33.7K 0.01% 434

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

Meridian Wealth Management's IBB Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 7.3% in Q1 2026, selling an estimated $55.6K and leaving 4,151 shares worth $701K. The position accounts for 0.02% of the portfolio, ranked #428.

Meridian Wealth Management first reported a position in IBB in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.24M in Q3 2023. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Meridian Wealth Management held 4,151 shares of iShares Biotechnology ETF worth $701K as of Q1 2026.
  • Meridian Wealth Management sold 325 iShares Biotechnology ETF shares in Q1 2026, an estimated $55.6K.
  • iShares Biotechnology ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #428 holding.
  • Meridian Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 22 quarters since.
  • Meridian Wealth Management's iShares Biotechnology ETF position peaked at $1.24M in Q3 2023.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.