Morton Brown Family Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Morton Brown Family Wealth’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	$15K	Hold	79	–	–	﹤0.01%	177
2026 Q1	$13.3K	Hold	79	–	–	﹤0.01%	176
2025 Q4	$13.3K	Hold	79	–	–	﹤0.01%	175
2025 Q3	$11.4K	Hold	79	–	–	﹤0.01%	179
2025 Q2	$9.98K	Hold	79	–	–	﹤0.01%	191
2025 Q1	$10.1K	Hold	79	–	–	﹤0.01%	190
2024 Q4	$10.4K	Hold	79	–	–	﹤0.01%	174
2024 Q3	$11.5K	Hold	79	–	–	﹤0.01%	161
2024 Q2	$11.3K	Hold	79	–	–	﹤0.01%	149
2024 Q1	$10.8K	Hold	79	–	–	﹤0.01%	148
2023 Q4	$10.7K	Buy	79 +1	+1%	+$122	﹤0.01%	179
2023 Q3	$9.59K	Hold	78	–	–	﹤0.01%	125
2023 Q2	$9.95K	Hold	78	–	–	0.01%	119
2023 Q1	$10.1K	Hold	78	–	–	0.01%	129
2022 Q4	$10.3K	Hold	78	–	–	0.01%	112
2022 Q3	$9K	Hold	78	–	–	0.01%	115
2022 Q2	$9K	Hold	78	–	–	0.01%	114
2022 Q1	$10K	Hold	78	–	–	0.01%	107
2021 Q4	$12K	Buy	+78	New	+$12.1K	0.01%	116

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morton Brown Family Wealth's IBB Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 79 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Morton Brown Family Wealth first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Morton Brown Family Wealth held 79 shares of iShares Biotechnology ETF worth $15K as of Q2 2026.
Morton Brown Family Wealth left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #177 holding.
Morton Brown Family Wealth first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.