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Pension & Wealth Management Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Pension & Wealth Management 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 		$27.6K Buy
+145
New +$24.9K 0.01% 380
2025
Q1 		– Sell
-13
Closed -$1.72K – 500
2024
Q4 		$1.72K Buy
+13
New +$1.83K ﹤0.01% 426
2023
Q1 		– Sell
-20
Closed -$2.63K – 332
2022
Q4 		$2.63K Buy
+20
New +$2.58K ﹤0.01% 236

Other funds holding IBB

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pension & Wealth Management Advisors's IBB Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 145 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in IBB as recently as Q4 2024.

Pension & Wealth Management Advisors first reported a position in IBB in Q4 2022 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Pension & Wealth Management Advisors held 145 shares of iShares Biotechnology ETF worth $27.6K as of Q2 2026.
  • iShares Biotechnology ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #380 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.