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

PACK 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	$273K	Hold	1,614	–	–	0.13%	44
2025 Q4	$272K	Hold	1,614	–	–	0.12%	46
2025 Q3	$233K	Hold	1,614	–	–	0.11%	50
2025 Q2	$204K	Hold	1,614	–	–	0.11%	45
2025 Q1	$206K	Hold	1,614	–	–	0.12%	38
2024 Q4	$213K	Hold	1,614	–	–	0.13%	38
2024 Q3	$235K	Hold	1,614	–	–	0.13%	37
2024 Q2	$222K	Hold	1,614	–	–	0.14%	38
2024 Q1	$221K	Hold	1,614	–	–	0.14%	39
2023 Q4	$219K	Sell	1,614 -895	-36%	-$109K	0.15%	37
2023 Q3	$303K	Hold	2,509	–	–	0.23%	28
2023 Q2	$319K	Hold	2,509	–	–	0.24%	29
2023 Q1	$324K	Buy	2,509 +183	+8%	+$24K	0.26%	25
2022 Q4	$305K	Sell	2,326 -100	-4%	-$12.9K	0.26%	27
2022 Q3	$284K	Hold	2,426	–	–	0.27%	27
2022 Q2	$285K	Hold	2,426	–	–	0.26%	28
2022 Q1	$316K	Hold	2,426	–	–	0.26%	28
2021 Q4	$370K	Buy	+2,426	New	+$376K	0.29%	27

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PACK Private Wealth held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 1,614 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #44.

PACK Private Wealth first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $370K in Q4 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

PACK Private Wealth held 1,614 shares of iShares Biotechnology ETF worth $273K as of Q1 2026.
PACK Private Wealth left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.13% of PACK Private Wealth's portfolio in Q1 2026, its #44 holding.
PACK Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's iShares Biotechnology ETF position peaked at $370K in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.