Rockport Wealth
IBB icon

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
Q3 		$258K Buy
1,227
+90
+8% +$18.1K 0.05% 88
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 $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Rockport Wealth's IBB Position: Q3 2026 in Review

Rockport Wealth increased its iShares Biotechnology ETF (IBB) stake by 7.9% in Q3 2026, buying an estimated $18.1K and bringing the position to 1,227 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #88.

Rockport Wealth first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Rockport Wealth held 1,227 shares of iShares Biotechnology ETF worth $258K as of Q3 2026.
  • Rockport Wealth bought 90 iShares Biotechnology ETF shares in Q3 2026, an estimated $18.1K.
  • iShares Biotechnology ETF made up 0.05% of Rockport Wealth's portfolio in Q3 2026, its #88 holding.
  • Rockport Wealth first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.