Viewpoint Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Viewpoint Capital 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 Q1	$2.45M	Buy	14,486 +650	+5%	+$111K	1.14%	27
2025 Q4	$2.34M	Buy	13,836 +1,106	+9%	+$180K	1.01%	27
2025 Q3	$1.84M	Buy	12,730 +11,950	+1,532%	+$1.63M	0.81%	36
2025 Q2	$98.7K	Hold	780	–	–	0.05%	111
2025 Q1	$99.8K	Hold	780	–	–	0.05%	117
2024 Q4	$103K	Hold	780	–	–	0.05%	111
2024 Q3	$113K	Hold	780	–	–	0.06%	111
2024 Q2	$107K	Hold	780	–	–	0.07%	109
2024 Q1	$107K	Hold	780	–	–	0.07%	109
2023 Q4	$106K	Hold	780	–	–	0.07%	106
2023 Q3	$95.4K	Hold	780	–	–	0.08%	100
2023 Q2	$99K	Hold	780	–	–	0.08%	98
2023 Q1	$101K	Hold	780	–	–	0.09%	89
2022 Q4	$102K	Hold	780	–	–	0.1%	87
2022 Q3	$91K	Hold	780	–	–	0.09%	88
2022 Q2	$92K	Hold	780	–	–	0.09%	93
2022 Q1	$102K	Hold	780	–	–	0.08%	96
2021 Q4	$119K	Buy	+780	New	+$121K	0.09%	98

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

Viewpoint Capital Management's IBB Position: Q1 2026 in Review

Viewpoint Capital Management increased its iShares Biotechnology ETF (IBB) stake by 4.7% in Q1 2026, buying an estimated $111K and bringing the position to 14,486 shares worth $2.45M. The position accounts for 1.14% of the portfolio, ranked #27.

Viewpoint Capital Management first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Viewpoint Capital Management held 14,486 shares of iShares Biotechnology ETF worth $2.45M as of Q1 2026.
Viewpoint Capital Management bought 650 iShares Biotechnology ETF shares in Q1 2026, an estimated $111K.
iShares Biotechnology ETF made up 1.14% of Viewpoint Capital Management's portfolio in Q1 2026, its #27 holding.
Viewpoint Capital Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.