Pettyjohn Wood & White’s iShares Biotechnology ETF IBB Stock Holding History

Pettyjohn Wood & White’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	$214K	Sell	1,265 -5	-0.4%	-$855	0.03%	210
2025 Q4	$214K	Buy	+1,270	New	+$206K	0.03%	208
2024 Q4	–	Sell	-1,390	Closed	-$202K	–	199
2024 Q3	$202K	Buy	+1,390	New	+$201K	0.04%	195
2023 Q2	–	Sell	-1,775	Closed	-$229K	–	177
2023 Q1	$229K	Sell	1,775 -45	-2%	-$5.89K	0.06%	162
2022 Q4	$239K	Buy	1,820 +20	+1%	+$2.58K	0.06%	155
2022 Q3	$211K	Hold	1,800	–	–	0.06%	156
2022 Q2	$212K	Buy	1,800 +80	+5%	+$9.5K	0.05%	160
2022 Q1	$224K	Buy	1,720 +140	+9%	+$18.2K	0.05%	153
2021 Q4	$241K	Buy	1,580 +165	+12%	+$25.5K	0.05%	151
2021 Q3	$229K	Sell	1,415 -190	-12%	-$32K	0.05%	148
2021 Q2	$263K	Buy	+1,605	New	+$247K	0.06%	143
2016 Q4	–	Sell	-2,085	Closed	-$201K	–	139
2016 Q3	$201K	Buy	+2,085	New	+$198K	0.1%	120
2016 Q1	–	Sell	-2,280	Closed	-$257K	–	129
2015 Q4	$257K	Sell	2,280 -45	-2%	-$4.88K	0.11%	109
2015 Q3	$235K	Hold	2,325	–	–	0.11%	111
2015 Q2	$286K	Buy	+2,325	New	+$278K	0.12%	108

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

Pettyjohn Wood & White's IBB Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its iShares Biotechnology ETF (IBB) stake by 0.39% in Q1 2026, selling an estimated $855 and leaving 1,265 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #210.

Pettyjohn Wood & White first reported a position in IBB in Q2 2015 and has held it in 15 quarters since. The position peaked at $286K in Q2 2015. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Pettyjohn Wood & White held 1,265 shares of iShares Biotechnology ETF worth $214K as of Q1 2026.
Pettyjohn Wood & White sold 5 iShares Biotechnology ETF shares in Q1 2026, an estimated $855.
iShares Biotechnology ETF made up 0.03% of Pettyjohn Wood & White's portfolio in Q1 2026, its #210 holding.
Pettyjohn Wood & White first reported a position in iShares Biotechnology ETF in Q2 2015 and has held it in 15 quarters since.
Pettyjohn Wood & White's iShares Biotechnology ETF position peaked at $286K in Q2 2015.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.