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

Monograph 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 Q3	$884K	Hold	4,200	–	–	0.07%	71
2026 Q2	$799K	Hold	4,200	–	–	0.07%	71
2026 Q1	$709K	Hold	4,200	–	–	0.07%	70
2025 Q4	$709K	Hold	4,200	–	–	0.07%	75
2025 Q3	$606K	Hold	4,200	–	–	0.06%	79
2025 Q2	$531K	Hold	4,200	–	–	0.07%	71
2025 Q1	$537K	Hold	4,200	–	–	0.07%	70
2024 Q4	$555K	Hold	4,200	–	–	0.07%	67
2024 Q3	$612K	Sell	4,200 -10	-0.2%	-$1.45K	0.08%	66
2024 Q2	$578K	Hold	4,210	–	–	0.08%	60
2024 Q1	$578K	Hold	4,210	–	–	0.08%	89
2023 Q4	$572K	Hold	4,210	–	–	0.1%	52
2023 Q3	$515K	Hold	4,210	–	–	0.1%	68
2023 Q2	$535K	Hold	4,210	–	–	0.11%	44
2023 Q1	$544K	Hold	4,210	–	–	0.13%	42
2022 Q4	$553K	Hold	4,210	–	–	0.15%	48
2022 Q3	$492K	Buy	4,210 +10	+0.2%	+$1.24K	0.16%	41
2022 Q2	$494K	Hold	4,200	–	–	0.14%	41
2022 Q1	$547K	Hold	4,200	–	–	0.14%	49
2021 Q4	$641K	Buy	+4,200	New	+$650K	0.16%	42

Other funds holding IBB

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Monograph Wealth Advisors's IBB Position: Q3 2026 in Review

Monograph Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 4,200 shares worth $884K. The position accounts for 0.07% of the portfolio, ranked #71.

Monograph Wealth Advisors first reported a position in IBB in Q4 2021 and has held it in 20 quarters since. 634 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Monograph Wealth Advisors held 4,200 shares of iShares Biotechnology ETF worth $884K as of Q3 2026.
Monograph Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2026.
iShares Biotechnology ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q3 2026, its #71 holding.
Monograph Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 20 quarters since.
634 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.