MinichMacGregor Wealth Management
IBB icon

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
Q3 		$16.5M Buy
78,396
+76,106
+3,323% +$15.3M 2.66% 11
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 -$1.52M – 80
2018
Q4 		$1.52M 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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Cumberland Advisors
Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

MinichMacGregor Wealth Management's IBB Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 3,323% in Q3 2026, buying an estimated $15.3M and bringing the position to 78,396 shares worth $16.5M. The position accounts for 2.66% of the portfolio, ranked #11.

MinichMacGregor Wealth Management first reported a position in IBB in Q4 2015 and has held it in 21 quarters since. 434 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • MinichMacGregor Wealth Management held 78,396 shares of iShares Biotechnology ETF worth $16.5M as of Q3 2026.
  • MinichMacGregor Wealth Management bought 76,106 iShares Biotechnology ETF shares in Q3 2026, an estimated $15.3M.
  • iShares Biotechnology ETF made up 2.66% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #11 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2015 and has held it in 21 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.