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ORG Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

ORG Wealth Partners’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 		$20.2K Hold
106
– – ﹤0.01% 438
2026
Q1 		$17.9K Hold
106
– – ﹤0.01% 426
2025
Q4 		$17.9K Hold
106
– – ﹤0.01% 415
2025
Q3 		$15.3K Hold
106
– – ﹤0.01% 434
2025
Q2 		$13.5K Sell
106
-869
-89% -$107K ﹤0.01% 467
2025
Q1 		$121K Hold
975
– – 0.04% 233
2024
Q4 		$129K Sell
975
-696
-42% -$97.8K 0.04% 150
2024
Q3 		$243K Buy
+1,671
New +$242K 0.08% 111

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

ORG Wealth Partners's IBB Position: Q2 2026 in Review

ORG Wealth Partners held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 106 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

ORG Wealth Partners first reported a position in IBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $243K in Q3 2024. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • ORG Wealth Partners held 106 shares of iShares Biotechnology ETF worth $20.2K as of Q2 2026.
  • ORG Wealth Partners left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #438 holding.
  • ORG Wealth Partners first reported a position in iShares Biotechnology ETF in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's iShares Biotechnology ETF position peaked at $243K in Q3 2024.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.