Sculati Wealth Management
IBB icon

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

Sculati 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
Q3 		$387K Hold
1,895
– – 0.13% 99
2026
Q2 		$360K Hold
1,895
– – 0.12% 99
2026
Q1 		$320K Sell
1,895
-835
-31% -$143K 0.12% 104
2025
Q4 		$461K Sell
2,730
-135
-5% -$21.9K 0.16% 87
2025
Q3 		$414K Sell
2,865
-1,009
-26% -$138K 0.15% 88
2025
Q2 		$490K Sell
3,874
-1,475
-28% -$181K 0.18% 86
2025
Q1 		$684K Sell
5,349
-562
-10% -$76.2K 0.28% 68
2024
Q4 		$781K Sell
5,911
-174
-3% -$24.5K 0.31% 63
2024
Q3 		$886K Sell
6,085
-3,441
-36% -$498K 0.35% 63
2024
Q2 		$1.31M Sell
9,526
-2,004
-17% -$268K 0.56% 52
2024
Q1 		$1.58M Sell
11,530
-3,323
-22% -$454K 0.68% 49
2023
Q4 		$2.02M Sell
14,853
-40
-0.3% -$4.88K 0.94% 36
2023
Q3 		$1.82M Buy
14,893
+1,077
+8% +$137K 0.93% 36
2023
Q2 		$1.75M Sell
13,816
-14
-0.1% -$1.82K 0.88% 34
2023
Q1 		$1.79M Buy
13,830
+63
+0.5% +$8.25K 0.95% 35
2022
Q4 		$1.81M Sell
13,767
-377
-3% -$48.7K 1.02% 31
2022
Q3 		$1.65M Buy
14,144
+233
+2% +$28.9K 0.98% 32
2022
Q2 		$1.64M Buy
13,911
+175
+1% +$20.8K 0.93% 38
2022
Q1 		$1.79M Buy
13,736
+280
+2% +$36.5K 0.87% 39
2021
Q4 		$2.05M Buy
13,456
+287
+2% +$44.4K 0.99% 33
2021
Q3 		$2.13M Buy
13,169
+103
+0.8% +$17.3K 1.13% 30
2021
Q2 		$2.14M Hold
13,066
– – 1.13% 28
2021
Q1 		$1.97M Buy
13,066
+70
+0.5% +$11.1K 1.13% 29
2020
Q4 		$1.97M Buy
12,996
+240
+2% +$34.3K 1.29% 27
2020
Q3 		$1.73M Buy
12,756
+302
+2% +$41K 1.29% 26
2020
Q2 		$1.7M Buy
12,454
+417
+3% +$53.2K 1.44% 24
2020
Q1 		$1.3M Buy
12,037
+621
+5% +$71.5K 1.43% 23
2019
Q4 		$1.38M Buy
+11,416
New +$1.27M 1.23% 29

Other funds holding IBB

Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Sculati Wealth Management's IBB Position: Q3 2026 in Review

Sculati Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 1,895 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #99.

Sculati Wealth Management first reported a position in IBB in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.14M in Q2 2021. 303 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Sculati Wealth Management held 1,895 shares of iShares Biotechnology ETF worth $387K as of Q3 2026.
  • Sculati Wealth Management left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up 0.13% of Sculati Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Sculati Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 28 quarters since.
  • Sculati Wealth Management's iShares Biotechnology ETF position peaked at $2.14M in Q2 2021.
  • 303 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.