Orca Wealth Management
IBB icon

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

Orca 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 		$238K Sell
1,131
-12
-1% -$2.41K 0.14% 72
2026
Q2 		$217K Buy
+1,143
New +$196K 0.13% 77
2026
Q1 		– Sell
-1,143
Closed -$200K – 68
2025
Q4 		$200K Buy
+1,143
New +$186K 0.14% 68

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Orca Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 1% in Q3 2026, selling an estimated $2.41K and leaving 1,131 shares worth $238K. The position accounts for 0.14% of the portfolio, ranked #72.

Orca Wealth Management first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Orca Wealth Management held 1,131 shares of iShares Biotechnology ETF worth $238K as of Q3 2026.
  • Orca Wealth Management sold 12 iShares Biotechnology ETF shares in Q3 2026, an estimated $2.41K.
  • iShares Biotechnology ETF made up 0.14% of Orca Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Orca Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

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