PW Nova Financial Services
IBB icon

PW Nova Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

PW Nova Financial 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
Q3 		$220K Sell
1,045
-383
-27% -$76.8K 0.04% 189
2026
Q2 		$272K Sell
1,428
-3
-0.2% -$516 0.06% 176
2026
Q1 		$242K Buy
1,431
+206
+17% +$35.2K 0.06% 174
2025
Q4 		$207K Buy
+1,225
New +$199K 0.08% 106

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AssetMark Inc
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NTV Asset Management
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Old National Bancorp
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Redstone Wealth Management
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Folger Nolan Fleming Douglas Capital Management
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Decker Retirement Planning
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PW Nova Financial Services's IBB Position: Q3 2026 in Review

PW Nova Financial Services reduced its iShares Biotechnology ETF (IBB) stake by 27% in Q3 2026, selling an estimated $76.8K and leaving 1,045 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #189.

PW Nova Financial Services first reported a position in IBB in Q4 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2026. 303 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • PW Nova Financial Services held 1,045 shares of iShares Biotechnology ETF worth $220K as of Q3 2026.
  • PW Nova Financial Services sold 383 iShares Biotechnology ETF shares in Q3 2026, an estimated $76.8K.
  • iShares Biotechnology ETF made up 0.04% of PW Nova Financial Services's portfolio in Q3 2026, its #189 holding.
  • PW Nova Financial Services first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's iShares Biotechnology ETF position peaked at $272K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.