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Regent Peak Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Regent Peak Wealth Advisors’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 		$359K Hold
1,887
– – 0.07% 130
2026
Q1 		$319K Hold
1,887
– – 0.07% 137
2025
Q4 		$318K Hold
1,887
– – 0.06% 132
2025
Q3 		$272K Buy
+1,887
New +$258K 0.05% 141
2025
Q1 		$241K Sell
1,887
-118
-6% -$16K 0.06% 143
2024
Q4 		$265K Sell
2,005
-122
-6% -$17.2K 0.06% 136
2024
Q3 		$310K Hold
2,127
– – 0.07% 121
2024
Q2 		$292K Hold
2,127
– – 0.07% 123
2024
Q1 		$292K Buy
2,127
+1
+0% +$137 0.07% 124
2023
Q4 		$289K Hold
2,126
– – 0.08% 111
2023
Q3 		$260K Sell
2,126
-2
-0.1% -$254 0.08% 119
2023
Q2 		$270K Sell
2,128
-354
-14% -$46K 0.08% 114
2023
Q1 		$321K Hold
2,482
– – 0.1% 101
2022
Q4 		$326K Buy
2,482
+2
+0.1% +$258 0.11% 109
2022
Q3 		$290K Hold
2,480
– – 0.1% 115
2022
Q2 		$291K Buy
2,480
+650
+36% +$77.2K 0.1% 120
2022
Q1 		$238K Hold
1,830
– – 0.07% 144
2021
Q4 		$279K Hold
1,830
– – 0.08% 136
2021
Q3 		$296K Hold
1,830
– – 0.08% 129
2021
Q2 		$303K Hold
1,830
– – 0.08% 128
2021
Q1 		$275K Buy
1,830
+11
+0.6% +$1.75K 0.09% 127
2020
Q4 		$276K Hold
1,819
– – 0.09% 116
2020
Q3 		$246K Sell
1,819
-20
-1% -$2.71K 0.1% 108
2020
Q2 		$251K Sell
1,839
-40
-2% -$5.1K 0.11% 100
2020
Q1 		$202K Sell
1,879
-226
-11% -$26K 0.11% 105
2019
Q4 		$253K Buy
+2,105
New +$235K 0.12% 112

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Regent Peak Wealth Advisors's IBB Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,887 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #130.

Regent Peak Wealth Advisors first reported a position in IBB in Q4 2019 and has held it in 26 quarters since. 158 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,887 shares of iShares Biotechnology ETF worth $359K as of Q2 2026.
  • Regent Peak Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 26 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.