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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sculati Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 31% in Q1 2026, selling an estimated $143K and leaving 1,895 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #104.

Sculati Wealth Management first reported a position in IBB in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.14M in Q2 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Sculati Wealth Management held 1,895 shares of iShares Biotechnology ETF worth $320K as of Q1 2026.
  • Sculati Wealth Management sold 835 iShares Biotechnology ETF shares in Q1 2026, an estimated $143K.
  • iShares Biotechnology ETF made up 0.12% of Sculati Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Sculati Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's iShares Biotechnology ETF position peaked at $2.14M in Q2 2021.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.