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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Orca Wealth Management opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,143 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings. This is a return to the name: Orca Wealth Management previously reported a position in IBB as recently as Q4 2025.

Orca Wealth Management first reported a position in IBB in Q4 2025 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Orca Wealth Management held 1,143 shares of iShares Biotechnology ETF worth $217K as of Q2 2026.
  • iShares Biotechnology ETF was a new Orca Wealth Management position in Q2 2026.
  • iShares Biotechnology ETF made up 0.13% of Orca Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Orca Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.