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

MinichMacGregor 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 Q2	$436K	Buy	+2,290	New	+$394K	0.07%	88
2024 Q4	–	Sell	-1,519	Closed	-$221K	–	124
2024 Q3	$221K	Buy	+1,519	New	+$220K	0.05%	107
2023 Q1	–	Sell	-801	Closed	-$105K	–	326
2022 Q4	$105K	Buy	+801	New	+$104K	0.04%	111
2021 Q2	–	Sell	-2,743	Closed	-$412K	–	81
2021 Q1	$412K	Buy	2,743 +81	+3%	+$12.9K	0.15%	57
2020 Q4	$403K	Sell	2,662 -15,367	-85%	-$2.2M	0.16%	55
2020 Q3	$2.44M	Sell	18,029 -32,251	-64%	-$4.38M	1.15%	23
2020 Q2	$6.87M	Buy	+50,280	New	+$6.41M	3.8%	8
2019 Q1	–	Sell	-4,541	Closed	-$1.51M	–	80
2018 Q4	$1.51M	Buy	4,541 +3,335	+277%	+$354K	1.04%	35
2018 Q3	$146K	Hold	1,206	–	–	0.1%	54
2018 Q2	$133K	Sell	1,206 -12	-1%	-$1.28K	0.09%	59
2018 Q1	$130K	Sell	1,218 -200	-14%	-$22.2K	0.1%	55
2017 Q4	$151K	Sell	1,418 -88	-6%	-$9.41K	0.12%	50
2017 Q3	$167K	Buy	1,506 +75	+5%	+$8.02K	0.14%	43
2017 Q2	$147K	Sell	1,431 -75	-5%	-$7.39K	0.13%	49
2017 Q1	$147K	Buy	1,506 +300	+25%	+$28.7K	0.13%	47
2016 Q4	$106K	Buy	1,206 +132	+12%	+$12K	0.1%	58
2016 Q3	$103K	Hold	1,074	–	–	0.1%	59
2016 Q2	$92K	Hold	1,074	–	–	0.09%	72
2016 Q1	$93K	Sell	1,074 -34,110	-97%	-$3.05M	0.09%	69
2015 Q4	$4.28M	Buy	+35,184	New	+$3.82M	3.99%	6

Other funds holding IBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

MinichMacGregor Wealth Management's IBB Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 2,290 shares worth $436K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in IBB as recently as Q3 2024.

MinichMacGregor Wealth Management first reported a position in IBB in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.87M in Q2 2020. 403 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

MinichMacGregor Wealth Management held 2,290 shares of iShares Biotechnology ETF worth $436K as of Q2 2026.
iShares Biotechnology ETF was a new MinichMacGregor Wealth Management position in Q2 2026.
iShares Biotechnology ETF made up 0.07% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #88 holding.
MinichMacGregor Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2015 and has held it in 20 quarters since.
MinichMacGregor Wealth Management's iShares Biotechnology ETF position peaked at $6.87M in Q2 2020.
403 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.