U.S. Capital Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

U.S. Capital Wealth Advisors’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	$331K	Buy	1,962 +127	+7%	+$21.7K	0.01%	792
2025 Q4	$310K	Buy	+1,835	New	+$298K	0.01%	793
2025 Q1	–	Sell	-1,796	Closed	-$237K	–	866
2024 Q4	$237K	Buy	1,796 +344	+24%	+$48.4K	0.01%	735
2024 Q3	$211K	Buy	+1,452	New	+$210K	0.01%	661
2024 Q2	–	Sell	-1,664	Closed	-$228K	–	695
2024 Q1	$228K	Sell	1,664 -675	-29%	-$92.2K	0.01%	621
2023 Q4	$318K	Sell	2,339 -932	-28%	-$114K	0.01%	541
2023 Q3	$400K	Sell	3,271 -680	-17%	-$86.5K	0.02%	466
2023 Q2	$502K	Sell	3,951 -2,592	-40%	-$337K	0.02%	440
2023 Q1	$845K	Sell	6,543 -426	-6%	-$55.8K	0.04%	333
2022 Q4	$915K	Buy	6,969 +4,399	+171%	+$569K	0.04%	341
2022 Q3	$301K	Sell	2,570 -74	-3%	-$9.19K	0.02%	516
2022 Q2	$311K	Sell	2,644 -2,527	-49%	-$300K	0.01%	547
2022 Q1	$674K	Buy	5,171 +1,985	+62%	+$259K	0.02%	454
2021 Q4	$486K	Buy	3,186 +57	+2%	+$8.82K	0.02%	520
2021 Q3	$506K	Buy	+3,129	New	+$527K	0.02%	508

Other funds holding IBB

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

Citigroup New York $303B AUM 53.02% 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 $424B AUM 22.96% 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

U.S. Capital Wealth Advisors's IBB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 6.9% in Q1 2026, buying an estimated $21.7K and bringing the position to 1,962 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #792.

U.S. Capital Wealth Advisors first reported a position in IBB in Q3 2021 and has held it in 15 quarters since. The position peaked at $915K in Q4 2022. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

U.S. Capital Wealth Advisors held 1,962 shares of iShares Biotechnology ETF worth $331K as of Q1 2026.
U.S. Capital Wealth Advisors bought 127 iShares Biotechnology ETF shares in Q1 2026, an estimated $21.7K.
iShares Biotechnology ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #792 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2021 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's iShares Biotechnology ETF position peaked at $915K in Q4 2022.
921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.