PWPS
IBB icon

Pinnacle Wealth Planning Services’s iShares Biotechnology ETF IBB Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.52K Hold
8
– – ﹤0.01% 2521
2026
Q1 		$1.35K Hold
8
– – ﹤0.01% 2513
2025
Q4 		$1.35K Buy
+8
New +$1.3K ﹤0.01% 2550
2021
Q1 		– Sell
-69
Closed -$10K – 1084
2020
Q4 		$10K Buy
+69
New +$9.86K ﹤0.01% 1390

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

Pinnacle Wealth Planning Services's IBB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 8 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Pinnacle Wealth Planning Services first reported a position in IBB in Q4 2020 and has held it in 4 quarters since. The position peaked at $10K in Q4 2020. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8 shares of iShares Biotechnology ETF worth $1.52K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2521 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares Biotechnology ETF position peaked at $10K in Q4 2020.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.