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

Outlook 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 Q2	$552K	Buy	2,889 +732	+34%	+$126K	0.12%	164
2026 Q1	$364K	Buy	+2,157	New	+$369K	0.09%	213
2019 Q3	–	Sell	-15,502	Closed	-$1.69M	–	163
2019 Q2	$1.69M	Buy	15,502 +3,937	+34%	+$419K	1.11%	23
2019 Q1	$1.29M	Buy	11,565 +11,198	+3,051%	+$1.23M	1.07%	21
2018 Q4	$354K	Buy	+367	New	+$39K	0.16%	136

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

Outlook Wealth Advisors's IBB Position: Q2 2026 in Review

Outlook Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 34% in Q2 2026, buying an estimated $126K and bringing the position to 2,889 shares worth $552K. The position accounts for 0.12% of the portfolio, ranked #164.

Outlook Wealth Advisors first reported a position in IBB in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.69M in Q2 2019. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Outlook Wealth Advisors held 2,889 shares of iShares Biotechnology ETF worth $552K as of Q2 2026.
Outlook Wealth Advisors bought 732 iShares Biotechnology ETF shares in Q2 2026, an estimated $126K.
iShares Biotechnology ETF made up 0.12% of Outlook Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Outlook Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 5 quarters since.
Outlook Wealth Advisors's iShares Biotechnology ETF position peaked at $1.69M in Q2 2019.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.