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

Selective 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	$228K	Buy	+1,200	New	+$206K	0.06%	120
2026 Q1	–	Sell	-1,200	Closed	-$205K	–	124
2025 Q4	$205K	Buy	+1,200	New	+$195K	0.06%	104
2022 Q4	–	Sell	-1,200	Closed	-$140K	–	388
2022 Q3	$140K	Hold	1,200	–	–	0.06%	167
2022 Q2	$141K	Hold	1,200	–	–	0.05%	183
2022 Q1	$156K	Hold	1,200	–	–	0.06%	159
2021 Q4	$183K	Hold	1,200	–	–	0.07%	132
2021 Q3	$194K	Hold	1,200	–	–	0.1%	108
2021 Q2	$196K	Buy	+1,200	New	+$185K	0.16%	71

Other funds holding IBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Selective Wealth Management opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,200 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #120 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in IBB as recently as Q4 2025.

Selective Wealth Management first reported a position in IBB in Q2 2021 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Selective Wealth Management held 1,200 shares of iShares Biotechnology ETF worth $228K as of Q2 2026.
iShares Biotechnology ETF was a new Selective Wealth Management position in Q2 2026.
iShares Biotechnology ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #120 holding.
Selective Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2021 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.