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Smallwood Wealth Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Smallwood Wealth Investment 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 		$1.9K Hold
10
– – ﹤0.01% 409
2026
Q1 		$1.69K Hold
10
– – ﹤0.01% 417
2025
Q4 		$1.69K Hold
10
– – ﹤0.01% 409
2025
Q3 		$1.44K Sell
10
-6
-38% -$819 ﹤0.01% 407
2025
Q2 		$2.02K Buy
16
+6
+60% +$737 ﹤0.01% 400
2025
Q1 		$1.28K Buy
+10
New +$1.36K ﹤0.01% 405

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Smallwood Wealth Investment Management's IBB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 10 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Smallwood Wealth Investment Management first reported a position in IBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.02K in Q2 2025. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Smallwood Wealth Investment Management held 10 shares of iShares Biotechnology ETF worth $1.9K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #409 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Biotechnology ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares Biotechnology ETF position peaked at $2.02K in Q2 2025.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.