Oxler Private Wealth
IBB icon

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
Q3 		$323K Sell
1,536
-61
-4% -$12.2K 0.09% 71
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Oxler Private Wealth's IBB Position: Q3 2026 in Review

Oxler Private Wealth reduced its iShares Biotechnology ETF (IBB) stake by 3.8% in Q3 2026, selling an estimated $12.2K and leaving 1,536 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #71.

Oxler Private Wealth first reported a position in IBB in Q4 2020 and has held it in 24 quarters since. The position peaked at $784K in Q3 2021. 907 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Oxler Private Wealth held 1,536 shares of iShares Biotechnology ETF worth $323K as of Q3 2026.
  • Oxler Private Wealth sold 61 iShares Biotechnology ETF shares in Q3 2026, an estimated $12.2K.
  • iShares Biotechnology ETF made up 0.09% of Oxler Private Wealth's portfolio in Q3 2026, its #71 holding.
  • Oxler Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's iShares Biotechnology ETF position peaked at $784K in Q3 2021.
  • 907 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.