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SteelPeak Wealth’s iShares Biotechnology ETF IBB Stock Holding History

SteelPeak Wealth’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 		$1.17M Sell
6,147
-65
-1% -$11.2K 0.03% 293
2026
Q1 		$1.05M Buy
6,212
+23
+0.4% +$3.93K 0.03% 279
2025
Q4 		$1.04M Sell
6,189
-246
-4% -$40K 0.03% 265
2025
Q3 		$929K Buy
6,435
+458
+8% +$62.5K 0.03% 301
2025
Q2 		$756K Sell
5,977
-129
-2% -$15.8K 0.03% 314
2025
Q1 		$781K Sell
6,106
-1,808
-23% -$245K 0.03% 291
2024
Q4 		$1.05M Sell
7,914
-1,188
-13% -$167K 0.04% 242
2024
Q3 		$1.33M Buy
9,102
+941
+12% +$136K 0.06% 202
2024
Q2 		$1.12M Buy
8,161
+398
+5% +$53.1K 0.05% 218
2024
Q1 		$1.07M Buy
7,763
+966
+14% +$132K 0.05% 212
2023
Q4 		$923K Sell
6,797
-1,374
-17% -$168K 0.05% 214
2023
Q3 		$1M Buy
+8,171
New +$1.04M 0.06% 187
2022
Q3 		– Sell
-8,271
Closed -$973K – 417
2022
Q2 		$973K Sell
8,271
-332
-4% -$39.4K 0.07% 172
2022
Q1 		$1.12M Sell
8,603
-250
-3% -$32.6K 0.06% 175
2021
Q4 		$1.35M Sell
8,853
-29
-0.3% -$4.49K 0.08% 146
2021
Q3 		$1.44M Buy
8,882
+269
+3% +$45.3K 0.09% 129
2021
Q2 		$1.41M Sell
8,613
-78
-0.9% -$12K 0.1% 139
2021
Q1 		$1.31M Buy
8,691
+27
+0.3% +$4.29K 0.1% 133
2020
Q4 		$1.31M Buy
8,664
+197
+2% +$28.2K 0.12% 134
2020
Q3 		$1.15M Sell
8,467
-957
-10% -$130K 0.12% 121
2020
Q2 		$1.29M Sell
9,424
-47
-0.5% -$5.99K 0.16% 100
2020
Q1 		$1.02M Sell
9,471
-351
-4% -$40.4K 0.16% 106
2019
Q4 		$1.18M Buy
+9,822
New +$1.1M 0.16% 109

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

SteelPeak Wealth's IBB Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Biotechnology ETF (IBB) stake by 1% in Q2 2026, selling an estimated $11.2K and leaving 6,147 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #293.

SteelPeak Wealth first reported a position in IBB in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.44M in Q3 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • SteelPeak Wealth held 6,147 shares of iShares Biotechnology ETF worth $1.17M as of Q2 2026.
  • SteelPeak Wealth sold 65 iShares Biotechnology ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Biotechnology ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #293 holding.
  • SteelPeak Wealth first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 23 quarters since.
  • SteelPeak Wealth's iShares Biotechnology ETF position peaked at $1.44M in Q3 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.