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Prestige Wealth Management Group’s iShares Biotechnology ETF IBB Stock Holding History

Prestige Wealth Management Group’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 		$30.2K Hold
159
– – 0.01% 317
2026
Q1 		$26.8K Hold
159
– – 0.01% 316
2025
Q4 		$26.8K Hold
159
– – 0.01% 324
2025
Q3 		$23K Hold
159
– – ﹤0.01% 343
2025
Q2 		$20.1K Hold
159
– – ﹤0.01% 350
2025
Q1 		$20.3K Sell
159
-60
-27% -$8.14K ﹤0.01% 340
2024
Q4 		$29K Hold
219
– – 0.01% 318
2024
Q3 		$31.9K Hold
219
– – 0.01% 296
2024
Q2 		$30.1K Hold
219
– – 0.01% 275
2024
Q1 		$30.1K Hold
219
– – 0.01% 302
2023
Q4 		$29.8K Hold
219
– – 0.01% 298
2023
Q3 		$26.8K Hold
219
– – 0.01% 301
2023
Q2 		$27.8K Sell
219
-4
-2% -$520 0.01% 322
2023
Q1 		$28.8K Sell
223
-32
-13% -$4.19K 0.01% 289
2022
Q4 		$33.5K Sell
255
-87
-25% -$11.2K 0.01% 292
2022
Q3 		$40K Sell
342
-10
-3% -$1.24K 0.01% 243
2022
Q2 		$41K Sell
352
-19,894
-98% -$2.36M 0.01% 254
2022
Q1 		$2.64M Buy
20,246
+651
+3% +$84.8K 0.65% 28
2021
Q4 		$2.99M Buy
19,595
+1,899
+11% +$294K 0.71% 24
2021
Q3 		$2.86M Buy
17,696
+672
+4% +$113K 0.73% 27
2021
Q2 		$2.79M Buy
17,024
+7
+0% +$1.08K 0.74% 26
2021
Q1 		$2.56M Buy
17,017
+436
+3% +$69.3K 0.7% 27
2020
Q4 		$2.51M Buy
16,581
+4,620
+39% +$660K 0.69% 26
2020
Q3 		$1.62M Buy
+11,961
New +$1.62M 0.49% 27
2020
Q1 		– Sell
-10
Closed -$1K – 950
2019
Q4 		$1K Buy
+10
New +$1.12K ﹤0.01% 534

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

Prestige Wealth Management Group's IBB Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 159 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #317.

Prestige Wealth Management Group first reported a position in IBB in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.99M in Q4 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Prestige Wealth Management Group held 159 shares of iShares Biotechnology ETF worth $30.2K as of Q2 2026.
  • Prestige Wealth Management Group left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #317 holding.
  • Prestige Wealth Management Group first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 25 quarters since.
  • Prestige Wealth Management Group's iShares Biotechnology ETF position peaked at $2.99M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.