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TCV Trust & Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

TCV Trust & 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 		$817K Hold
4,295
– – 0.06% 123
2026
Q1 		$725K Sell
4,295
-407
-9% -$69.6K 0.06% 121
2025
Q4 		$794K Hold
4,702
– – 0.06% 120
2025
Q3 		$679K Hold
4,702
– – 0.06% 125
2025
Q2 		$595K Hold
4,702
– – 0.05% 132
2025
Q1 		$601K Hold
4,702
– – 0.06% 126
2024
Q4 		$622K Hold
4,702
– – 0.06% 125
2024
Q3 		$685K Sell
4,702
-225
-5% -$32.6K 0.06% 121
2024
Q2 		$676K Sell
4,927
-15
-0.3% -$2K 0.06% 119
2024
Q1 		$678K Sell
4,942
-190
-4% -$25.9K 0.07% 121
2023
Q4 		$697K Hold
5,132
– – 0.07% 120
2023
Q3 		$628K Sell
5,132
-359
-7% -$45.7K 0.07% 117
2023
Q2 		$697K Hold
5,491
– – 0.07% 116
2023
Q1 		$709K Buy
5,491
+259
+5% +$33.9K 0.08% 116
2022
Q4 		$687K Sell
5,232
-51
-1% -$6.59K 0.08% 123
2022
Q3 		$618K Sell
5,283
-30
-0.6% -$3.73K 0.08% 120
2022
Q2 		$625K Sell
5,313
-99
-2% -$11.8K 0.07% 126
2022
Q1 		$705K Sell
5,412
-275
-5% -$35.8K 0.08% 127
2021
Q4 		$867K Sell
5,687
-434
-7% -$67.2K 0.09% 120
2021
Q3 		$989K Sell
6,121
-50
-0.8% -$8.41K 0.11% 107
2021
Q2 		$1.01M Hold
6,171
– – 0.11% 105
2021
Q1 		$929K Sell
6,171
-50
-0.8% -$7.94K 0.11% 106
2020
Q4 		$943K Hold
6,221
– – 0.11% 105
2020
Q3 		$842K Hold
6,221
– – 0.11% 105
2020
Q2 		$851K Hold
6,221
– – 0.12% 100
2020
Q1 		$670K Sell
6,221
-50
-0.8% -$5.76K 0.11% 98
2019
Q4 		$755K Sell
6,271
-1,500
-19% -$167K 0.09% 109
2019
Q3 		$773K Sell
7,771
-125
-2% -$13.1K 0.1% 106
2019
Q2 		$861K Hold
7,896
– – 0.11% 104
2019
Q1 		$883K Sell
7,896
-947
-11% -$104K 0.12% 102
2018
Q4 		$852K Sell
8,843
-839
-9% -$89K 0.12% 105
2018
Q3 		$1.18M Sell
9,682
-353
-4% -$41.6K 0.16% 99
2018
Q2 		$1.1M Hold
10,035
– – 0.15% 96
2018
Q1 		$1.07M Buy
10,035
+222
+2% +$24.6K 0.15% 95
2017
Q4 		$1.05M Hold
9,813
– – 0.15% 99
2017
Q3 		$1.09M Sell
9,813
-2,163
-18% -$231K 0.16% 93
2017
Q2 		$1.24M Sell
11,976
-630
-5% -$62K 0.19% 95
2017
Q1 		$1.23M Sell
12,606
-150
-1% -$14.4K 0.19% 94
2016
Q4 		$1.13M Hold
12,756
– – 0.18% 93
2016
Q3 		$1.23M Sell
12,756
-960
-7% -$91.3K 0.21% 85
2016
Q2 		$1.18M Sell
13,716
-74,748
-84% -$6.71M 0.2% 89
2016
Q1 		$7.69M Sell
88,464
-1,338
-1% -$120K 1.38% 23
2015
Q4 		$10.1M Sell
89,802
-885
-1% -$96.1K 1.8% 12
2015
Q3 		$9.17M Sell
90,687
-723
-0.8% -$86.7K 1.66% 15
2015
Q2 		$11.2M Sell
91,410
-570
-0.6% -$68.2K 1.85% 10
2015
Q1 		$10.5M Sell
91,980
-1,608
-2% -$177K 1.7% 13
2014
Q4 		$9.46M Sell
93,588
-1,695
-2% -$165K 1.56% 17
2014
Q3 		$8.69M Sell
95,283
-2,736
-3% -$240K 1.47% 18
2014
Q2 		$8.4M Sell
98,019
-3,963
-4% -$312K 1.37% 19
2014
Q1 		$8.04M Sell
101,982
-681
-0.7% -$56.7K 1.35% 17
2013
Q4 		$7.77M Sell
102,663
-4,242
-4% -$301K 1.33% 20
2013
Q3 		$7.47M Sell
106,905
-4,530
-4% -$297K 1.46% 15
2013
Q2 		$6.46M Buy
+111,435
New +$6.44M 1.32% 20

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCV Trust & Wealth Management's IBB Position: Q2 2026 in Review

TCV Trust & Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 4,295 shares worth $817K. The position accounts for 0.06% of the portfolio, ranked #123.

TCV Trust & Wealth Management first reported a position in IBB in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.2M in Q2 2015. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • TCV Trust & Wealth Management held 4,295 shares of iShares Biotechnology ETF worth $817K as of Q2 2026.
  • TCV Trust & Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.06% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #123 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's iShares Biotechnology ETF position peaked at $11.2M in Q2 2015.
  • 421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.