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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Seed Wealth Management's IBB Position: Q2 2026 in Review

Seed Wealth Management opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,115 shares worth $212K. The stake represents 0.13% of the portfolio and ranks #95 among its holdings. This is a return to the name: Seed Wealth Management previously reported a position in IBB as recently as Q3 2025.

Seed Wealth Management first reported a position in IBB in Q4 2023 and has held it in 9 quarters since. The position peaked at $364K in Q3 2024. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Seed Wealth Management held 1,115 shares of iShares Biotechnology ETF worth $212K as of Q2 2026.
iShares Biotechnology ETF was a new Seed Wealth Management position in Q2 2026.
iShares Biotechnology ETF made up 0.13% of Seed Wealth Management's portfolio in Q2 2026, its #95 holding.
Seed Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 9 quarters since.
Seed Wealth Management's iShares Biotechnology ETF position peaked at $364K in Q3 2024.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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