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Strategic Family Wealth Counselors’s iShares Biotechnology ETF IBB Stock Holding History

Strategic Family Wealth Counselors’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 		$221K Buy
+1,163
New +$200K 0.05% 164
2023
Q1 		– Sell
-1,736
Closed -$228K – 108
2022
Q4 		$228K Hold
1,736
– – 0.11% 94
2022
Q3 		$203K Hold
1,736
– – 0.1% 87
2022
Q2 		$204K Sell
1,736
-257
-13% -$30.5K 0.1% 91
2022
Q1 		$260K Sell
1,993
-152
-7% -$19.8K 0.1% 83
2021
Q4 		$327K Sell
2,145
-62
-3% -$9.6K 0.1% 75
2021
Q3 		$357K Buy
2,207
+750
+51% +$126K 0.12% 64
2021
Q2 		$238K Sell
1,457
-734
-34% -$113K 0.08% 76
2021
Q1 		$330K Hold
2,191
– – 0.12% 61
2020
Q4 		$332K Hold
2,191
– – 0.17% 63
2020
Q3 		$297K Sell
2,191
-89
-4% -$12.1K 0.17% 61
2020
Q2 		$312K Buy
2,280
+3
+0.1% +$382 0.2% 60
2020
Q1 		$245K Sell
2,277
-332
-13% -$38.2K 0.18% 63
2019
Q4 		$314K Sell
2,609
-134
-5% -$14.9K 0.25% 50
2019
Q3 		$273K Sell
2,743
-237
-8% -$24.8K 0.21% 54
2019
Q2 		$325K Buy
2,980
+70
+2% +$7.45K 0.25% 48
2019
Q1 		$325K Hold
2,910
– – 0.26% 47
2018
Q4 		$281K Buy
+2,910
New +$309K 0.32% 48

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

Strategic Family Wealth Counselors's IBB Position: Q2 2026 in Review

Strategic Family Wealth Counselors opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,163 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: Strategic Family Wealth Counselors previously reported a position in IBB as recently as Q4 2022.

Strategic Family Wealth Counselors first reported a position in IBB in Q4 2018 and has held it in 18 quarters since. The position peaked at $357K in Q3 2021. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Strategic Family Wealth Counselors held 1,163 shares of iShares Biotechnology ETF worth $221K as of Q2 2026.
  • iShares Biotechnology ETF was a new Strategic Family Wealth Counselors position in Q2 2026.
  • iShares Biotechnology ETF made up 0.05% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #164 holding.
  • Strategic Family Wealth Counselors first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 18 quarters since.
  • Strategic Family Wealth Counselors's iShares Biotechnology ETF position peaked at $357K in Q3 2021.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.