PWP
IBB icon

Principle Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Principle Wealth Partners’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 		$909K Hold
4,781
– – 0.04% 194
2026
Q1 		$807K Hold
4,781
– – 0.05% 189
2025
Q4 		$807K Hold
4,781
– – 0.05% 187
2025
Q3 		$690K Sell
4,781
-300
-6% -$41K 0.04% 197
2025
Q2 		$643K Sell
5,081
-79
-2% -$9.7K 0.04% 211
2025
Q1 		$660K Sell
5,160
-545
-10% -$73.9K 0.05% 194
2024
Q4 		$754K Sell
5,705
-322
-5% -$45.3K 0.05% 180
2024
Q3 		$878K Sell
6,027
-185
-3% -$26.8K 0.06% 167
2024
Q2 		$853K Sell
6,212
-150
-2% -$20K 0.06% 168
2024
Q1 		$873K Sell
6,362
-114
-2% -$15.6K 0.07% 169
2023
Q4 		$880K Sell
6,476
-184
-3% -$22.4K 0.08% 162
2023
Q3 		$814K Sell
6,660
-140
-2% -$17.8K 0.08% 160
2023
Q2 		$863K Hold
6,800
– – 0.09% 150
2023
Q1 		$878K Hold
6,800
– – 0.09% 149
2022
Q4 		$893K Sell
6,800
-75
-1% -$9.69K 0.1% 141
2022
Q3 		$804 Sell
6,875
-632
-8% -$78.5K 0.08% 139
2022
Q2 		$883K Sell
7,507
-1,024
-12% -$122K 0.11% 143
2022
Q1 		$1.11M Sell
8,531
-665
-7% -$86.6K 0.12% 127
2021
Q4 		$1.4M Buy
9,196
+889
+11% +$138K 0.15% 115
2021
Q3 		$1.34M Buy
8,307
+784
+10% +$132K 0.16% 111
2021
Q2 		$1.23M Buy
7,523
+415
+6% +$63.9K 0.14% 119
2021
Q1 		$1.07M Sell
7,108
-121
-2% -$19.2K 0.13% 120
2020
Q4 		$1.09M Buy
7,229
+4,966
+219% +$710K 0.14% 114
2020
Q3 		$306K Buy
2,263
+91
+4% +$12.3K 0.09% 119
2020
Q2 		$297K Buy
2,172
+19
+0.9% +$2.42K 0.09% 118
2020
Q1 		$232K Hold
2,153
– – 0.09% 123
2019
Q4 		$259K Hold
2,153
– – 0.08% 142
2019
Q3 		$214K Hold
2,153
– – 0.07% 152
2019
Q2 		$235K Hold
2,153
– – 0.12% 122
2019
Q1 		$241K Buy
+2,153
New +$236K 0.14% 111

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

Principle Wealth Partners's IBB Position: Q2 2026 in Review

Principle Wealth Partners held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 4,781 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #194.

Principle Wealth Partners first reported a position in IBB in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.4M in Q4 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Principle Wealth Partners held 4,781 shares of iShares Biotechnology ETF worth $909K as of Q2 2026.
  • Principle Wealth Partners left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • Principle Wealth Partners first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 30 quarters since.
  • Principle Wealth Partners's iShares Biotechnology ETF position peaked at $1.4M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.