Vision Capital Management
IBB icon

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

Vision 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
Q3 		$316K Hold
1,500
– – 0.04% 122
2026
Q2 		$285K Hold
1,500
– – 0.03% 129
2026
Q1 		$253K Hold
1,500
– – 0.03% 131
2025
Q4 		$253K Hold
1,500
– – 0.03% 130
2025
Q3 		$217K Buy
+1,500
New +$205K 0.03% 136

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Albion Financial Group
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Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Creative Planning
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Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Vision Capital Management's IBB Position: Q3 2026 in Review

Vision Capital Management held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 1,500 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #122.

Vision Capital Management first reported a position in IBB in Q3 2025 and has held it in 5 quarters since. 502 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Vision Capital Management held 1,500 shares of iShares Biotechnology ETF worth $316K as of Q3 2026.
  • Vision Capital Management left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up 0.04% of Vision Capital Management's portfolio in Q3 2026, its #122 holding.
  • Vision Capital Management first reported a position in iShares Biotechnology ETF in Q3 2025 and has held it in 5 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Vision Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.