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Rockport Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Rockport Wealth’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 		$216K Buy
+1,137
New +$195K 0.04% 103
2026
Q1 		– Sell
-1,238
Closed -$209K – 103
2025
Q4 		$209K Buy
+1,238
New +$201K 0.04% 97

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rockport Wealth's IBB Position: Q2 2026 in Review

Rockport Wealth opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,137 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #103 among its holdings. This is a return to the name: Rockport Wealth previously reported a position in IBB as recently as Q4 2025.

Rockport Wealth first reported a position in IBB in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Rockport Wealth held 1,137 shares of iShares Biotechnology ETF worth $216K as of Q2 2026.
  • iShares Biotechnology ETF was a new Rockport Wealth position in Q2 2026.
  • iShares Biotechnology ETF made up 0.04% of Rockport Wealth's portfolio in Q2 2026, its #103 holding.
  • Rockport Wealth first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.