Physician Wealth Advisors
IBB icon

Physician Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Physician Wealth 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
Q3 		$15.2K Hold
72
– – ﹤0.01% 779
2026
Q2 		$13.7K Buy
72
+2
+3% +$344 ﹤0.01% 792
2026
Q1 		$11.8K Buy
70
+3
+4% +$513 ﹤0.01% 756
2025
Q4 		$11.3K Buy
67
+10
+18% +$1.62K ﹤0.01% 736
2025
Q3 		$8.2K Sell
57
-14
-20% -$1.91K ﹤0.01% 803
2025
Q2 		$8.95K Hold
71
– – ﹤0.01% 662
2025
Q1 		$9.05K Buy
71
+1
+1% +$136 ﹤0.01% 624
2024
Q4 		$9.22K Buy
+70
New +$9.8K ﹤0.01% 642

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 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
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Physician Wealth Advisors's IBB Position: Q3 2026 in Review

Physician Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 72 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Physician Wealth Advisors first reported a position in IBB in Q4 2024 and has held it in 8 quarters since. 771 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Physician Wealth Advisors held 72 shares of iShares Biotechnology ETF worth $15.2K as of Q3 2026.
  • Physician Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #779 holding.
  • Physician Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 8 quarters since.
  • 771 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.