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Oxler Private Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Oxler Private 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
Q1 		$270K Buy
1,597
+2
+0.1% +$342 0.08% 78
2025
Q4 		$269K Buy
1,595
+1
+0.1% +$162 0.08% 81
2025
Q3 		$230K Buy
1,594
+1
+0.1% +$136 0.07% 84
2025
Q2 		$201K Hold
1,593
– – 0.06% 85
2025
Q1 		$204K Buy
1,593
+2
+0.1% +$271 0.07% 84
2024
Q4 		$210K Hold
1,591
– – 0.07% 84
2024
Q3 		$232K Buy
1,591
+3
+0.2% +$434 0.08% 81
2024
Q2 		$218K Sell
1,588
-272
-15% -$36.3K 0.08% 80
2024
Q1 		$255K Buy
1,860
+1
+0.1% +$137 0.1% 80
2023
Q4 		$253K Sell
1,859
-3,004
-62% -$367K 0.21% 66
2023
Q3 		$595K Sell
4,863
-6
-0.1% -$763 0.3% 63
2023
Q2 		$618K Buy
4,869
+1
+0% +$130 0.29% 67
2023
Q1 		$629K Buy
4,868
+2
+0% +$262 0.31% 64
2022
Q4 		$639K Sell
4,866
-247
-5% -$31.9K 0.34% 61
2022
Q3 		$603K Buy
5,113
+255
+5% +$31.7K 0.34% 65
2022
Q2 		$571K Buy
4,858
+2
+0% +$237 0.28% 75
2022
Q1 		$632K Buy
4,856
+4
+0.1% +$521 0.29% 76
2021
Q4 		$740K Buy
4,852
+1
+0% +$155 0.31% 79
2021
Q3 		$784K Buy
4,851
+100
+2% +$16.8K 0.35% 77
2021
Q2 		$777K Hold
4,751
– – 0.34% 79
2021
Q1 		$715K Hold
4,751
– – 0.36% 74
2020
Q4 		$719K Buy
+4,751
New +$679K 0.41% 57

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oxler Private Wealth's IBB Position: Q1 2026 in Review

Oxler Private Wealth increased its iShares Biotechnology ETF (IBB) stake by 0.13% in Q1 2026, buying an estimated $342 and bringing the position to 1,597 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #78.

Oxler Private Wealth first reported a position in IBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $784K in Q3 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Oxler Private Wealth held 1,597 shares of iShares Biotechnology ETF worth $270K as of Q1 2026.
  • Oxler Private Wealth bought 2 iShares Biotechnology ETF shares in Q1 2026, an estimated $342.
  • iShares Biotechnology ETF made up 0.08% of Oxler Private Wealth's portfolio in Q1 2026, its #78 holding.
  • Oxler Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's iShares Biotechnology ETF position peaked at $784K in Q3 2021.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.