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

Mission 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 		$3.75M Buy
19,711
+17,469
+779% +$3M 0.05% 216
2026
Q1 		$378K Buy
2,242
+8
+0.4% +$1.37K 0.01% 558
2025
Q4 		$377K Hold
2,234
– – 0.01% 558
2025
Q3 		$322K Hold
2,234
– – 0.01% 586
2025
Q2 		$283K Sell
2,234
-58
-3% -$7.12K 0.01% 593
2025
Q1 		$293K Sell
2,292
-754
-25% -$102K 0.01% 557
2024
Q4 		$403K Buy
3,046
+24
+0.8% +$3.37K 0.01% 482
2024
Q3 		$440K Hold
3,022
– – 0.01% 456
2024
Q2 		$415K Hold
3,022
– – 0.01% 454
2024
Q1 		$415K Hold
3,022
– – 0.01% 480
2023
Q4 		$410K Buy
3,022
+506
+20% +$61.7K 0.01% 418
2023
Q3 		$308K Sell
2,516
-230
-8% -$29.2K 0.01% 443
2023
Q2 		$349K Buy
2,746
+120
+5% +$15.6K 0.01% 423
2023
Q1 		$339K Sell
2,626
-276
-10% -$36.1K 0.01% 418
2022
Q4 		$381K Buy
2,902
+34
+1% +$4.39K 0.02% 380
2022
Q3 		$335K Sell
2,868
-148
-5% -$18.4K 0.02% 373
2022
Q2 		$355K Buy
3,016
+613
+26% +$72.8K 0.02% 367
2022
Q1 		$313K Buy
2,403
+212
+10% +$27.6K 0.01% 409
2021
Q4 		$334K Buy
2,191
+75
+4% +$11.6K 0.02% 406
2021
Q3 		$342K Sell
2,116
-500
-19% -$84.1K 0.02% 378
2021
Q2 		$428K Buy
2,616
+602
+30% +$92.7K 0.02% 315
2021
Q1 		$303K Buy
2,014
+325
+19% +$51.6K 0.02% 361
2020
Q4 		$256K Buy
1,689
+120
+8% +$17.1K 0.02% 359
2020
Q3 		$212K Buy
1,569
+70
+5% +$9.5K 0.02% 335
2020
Q2 		$205K Buy
+1,499
New +$191K 0.02% 316

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 22.96% 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

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

Mission Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 779% in Q2 2026, buying an estimated $3M and bringing the position to 19,711 shares worth $3.75M. The position accounts for 0.05% of the portfolio, ranked #216.

Mission Wealth Management first reported a position in IBB in Q2 2020 and has held it in 25 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Mission Wealth Management held 19,711 shares of iShares Biotechnology ETF worth $3.75M as of Q2 2026.
  • Mission Wealth Management bought 17,469 iShares Biotechnology ETF shares in Q2 2026, an estimated $3M.
  • iShares Biotechnology ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Mission Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 25 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.