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Pines Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Pines Wealth Management’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 		$721K Buy
3,793
+226
+6% +$38.8K 0.21% 109
2026
Q1 		$602K Buy
3,567
+226
+7% +$38.6K 0.19% 119
2025
Q4 		$564K Buy
3,341
+84
+3% +$13.6K 0.18% 121
2025
Q3 		$470K Buy
3,257
+218
+7% +$29.8K 0.16% 131
2025
Q2 		$395K Buy
3,039
+184
+6% +$22.6K 0.14% 155
2025
Q1 		$320K Buy
2,855
+464
+19% +$62.9K 0.15% 151
2024
Q4 		$317K Buy
+2,391
New +$336K 0.14% 152

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Pines Wealth Management's IBB Position: Q2 2026 in Review

Pines Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 6.3% in Q2 2026, buying an estimated $38.8K and bringing the position to 3,793 shares worth $721K. The position accounts for 0.21% of the portfolio, ranked #109.

Pines Wealth Management first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Pines Wealth Management held 3,793 shares of iShares Biotechnology ETF worth $721K as of Q2 2026.
  • Pines Wealth Management bought 226 iShares Biotechnology ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Biotechnology ETF made up 0.21% of Pines Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Pines Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.