Ritholtz Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Ritholtz Wealth Management’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 Q1	–	Sell	-3,939	Closed	-$665K	–	1234
2025 Q4	$665K	Buy	+3,939	New	+$640K	0.01%	628
2024 Q3	–	Sell	-2,020	Closed	-$277K	–	887
2024 Q2	$277K	Sell	2,020 -505	-20%	-$67.4K	0.01%	673
2024 Q1	$346K	Sell	2,525 -717	-22%	-$97.9K	0.01%	600
2023 Q4	$440K	Sell	3,242 -3,270	-50%	-$399K	0.02%	519
2023 Q3	$796K	Buy	6,512 +4,805	+281%	+$611K	0.04%	339
2023 Q2	$217K	Buy	1,707 +20	+1%	+$2.6K	0.01%	611
2023 Q1	$218K	Buy	1,687 +111	+7%	+$14.5K	0.01%	587
2022 Q4	$207K	Buy	+1,576	New	+$204K	0.01%	533

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ritholtz Wealth Management's IBB Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 3,939 shares — an estimated $665K sold.

Ritholtz Wealth Management first reported a position in IBB in Q4 2022 and held it in 8 quarters. The position peaked at $796K in Q3 2023. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Ritholtz Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 3,939 iShares Biotechnology ETF shares in Q1 2026, an estimated $665K.
Ritholtz Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 8 quarters.
Ritholtz Wealth Management's iShares Biotechnology ETF position peaked at $796K in Q3 2023.
921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.