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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
Q2 		$304K Hold
1,597
– – 0.09% 76
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 $1.55T 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

Oxler Private Wealth's IBB Position: Q2 2026 in Review

Oxler Private Wealth held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,597 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #76.

Oxler Private Wealth first reported a position in IBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $784K in Q3 2021. 958 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Oxler Private Wealth held 1,597 shares of iShares Biotechnology ETF worth $304K as of Q2 2026.
  • Oxler Private Wealth left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.09% of Oxler Private Wealth's portfolio in Q2 2026, its #76 holding.
  • Oxler Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's iShares Biotechnology ETF position peaked at $784K in Q3 2021.
  • 958 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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