SWM
IBB icon

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

Spire 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 		$547K Sell
2,875
-3
-0.1% -$516 0.02% 537
2026
Q1 		$486K Buy
2,878
+128
+5% +$21.9K 0.02% 546
2025
Q4 		$464K Buy
2,750
+850
+45% +$138K 0.02% 561
2025
Q3 		$274K Sell
1,900
-1,233
-39% -$168K 0.01% 698
2025
Q2 		$396K Sell
3,133
-557
-15% -$68.4K 0.01% 565
2025
Q1 		$472K Sell
3,690
-584
-14% -$79.2K 0.02% 571
2024
Q4 		$565K Buy
4,274
+1,698
+66% +$239K 0.02% 519
2024
Q3 		$375K Buy
2,576
+316
+14% +$45.7K 0.01% 590
2024
Q2 		$310K Sell
2,260
-107
-5% -$14.3K 0.01% 604
2024
Q1 		$325K Buy
2,367
+561
+31% +$76.6K 0.01% 641
2023
Q4 		$244K Sell
1,806
-528
-23% -$64.4K 0.01% 707
2023
Q3 		$285K Buy
2,334
+444
+23% +$56.5K 0.01% 605
2023
Q2 		$240K Sell
1,890
-2,173
-53% -$282K 0.01% 671
2023
Q1 		$525K Buy
4,063
+677
+20% +$88.6K 0.02% 476
2022
Q4 		$444K Sell
3,386
-789
-19% -$102K 0.03% 383
2022
Q3 		$488K Sell
4,175
-657
-14% -$81.6K 0.03% 335
2022
Q2 		$568K Sell
4,832
-912
-16% -$108K 0.02% 436
2022
Q1 		$749K Sell
5,744
-1,482
-21% -$193K 0.02% 461
2021
Q4 		$1.1M Buy
7,226
+772
+12% +$120K 0.02% 444
2021
Q3 		$1.04M Buy
6,454
+325
+5% +$54.7K 0.03% 402
2021
Q2 		$1M Sell
6,129
-464
-7% -$71.5K 0.03% 423
2021
Q1 		$946K Buy
+6,593
New +$1.05M 0.03% 461

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 22.96% 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

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

Spire Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 0.1% in Q2 2026, selling an estimated $516 and leaving 2,875 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #537.

Spire Wealth Management first reported a position in IBB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Spire Wealth Management held 2,875 shares of iShares Biotechnology ETF worth $547K as of Q2 2026.
  • Spire Wealth Management sold 3 iShares Biotechnology ETF shares in Q2 2026, an estimated $516.
  • iShares Biotechnology ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Spire Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Biotechnology ETF position peaked at $1.1M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.