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

Seed 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	$235K	Hold	1,115	–	–	0.15%	72
2026 Q2	$212K	Buy	+1,115	New	+$192K	0.13%	95
2025 Q4	–	Sell	-1,475	Closed	-$213K	–	110
2025 Q3	$213K	Sell	1,475 -880	-37%	-$120K	0.15%	104
2025 Q2	$298K	Sell	2,355 -145	-6%	-$17.8K	0.22%	105
2025 Q1	$320K	Hold	2,500	–	–	0.26%	97
2024 Q4	$331K	Hold	2,500	–	–	0.27%	94
2024 Q3	$364K	Hold	2,500	–	–	0.29%	90
2024 Q2	$343K	Buy	2,500 +140	+6%	+$18.7K	0.3%	87
2024 Q1	$323K	Sell	2,360 -140	-6%	-$19.1K	0.31%	80
2023 Q4	$345K	Buy	+2,500	New	+$305K	0.35%	77

Other funds holding IBB

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Seed Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 1,115 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #72.

Seed Wealth Management first reported a position in IBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $364K in Q3 2024. 265 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Seed Wealth Management held 1,115 shares of iShares Biotechnology ETF worth $235K as of Q3 2026.
Seed Wealth Management left its iShares Biotechnology ETF share count unchanged in Q3 2026.
iShares Biotechnology ETF made up 0.15% of Seed Wealth Management's portfolio in Q3 2026, its #72 holding.
Seed Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 10 quarters since.
Seed Wealth Management's iShares Biotechnology ETF position peaked at $364K in Q3 2024.
265 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.