Strategic Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Strategic Wealth Partners’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 Q1	$103K	Hold	613	–	–	0.01%	390
2025 Q4	$103K	Hold	613	–	–	0.01%	397
2025 Q3	$88.5K	Sell	613 -604	-50%	-$82.4K	0.01%	455
2025 Q2	$154K	Buy	+1,217	New	+$149K	0.01%	347
2023 Q3	–	Sell	-33,915	Closed	-$4.31M	–	292
2023 Q2	$4.31M	Sell	33,915 -26,284	-44%	-$3.41M	0.56%	45
2023 Q1	$7.78M	Buy	60,199 +9,394	+18%	+$1.23M	1.19%	15
2022 Q4	$6.67M	Buy	50,805 +10,945	+27%	+$1.41M	1.24%	14
2022 Q3	$4.66M	Buy	+39,860	New	+$4.95M	0.99%	17

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's IBB Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 613 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #390.

Strategic Wealth Partners first reported a position in IBB in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.78M in Q1 2023. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Strategic Wealth Partners held 613 shares of iShares Biotechnology ETF worth $103K as of Q1 2026.
Strategic Wealth Partners left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #390 holding.
Strategic Wealth Partners first reported a position in iShares Biotechnology ETF in Q3 2022 and has held it in 8 quarters since.
Strategic Wealth Partners's iShares Biotechnology ETF position peaked at $7.78M in Q1 2023.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.