WWMSC
IBB icon

Wagner Wealth Management (South Carolina)’s iShares Biotechnology ETF IBB Stock Holding History

Wagner Wealth Management (South Carolina)’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 		– Sell
-35
Closed -$5.91K – 286
2026
Q1 		$5.91K Hold
35
– – ﹤0.01% 236
2025
Q4 		$5.91K Buy
+35
New +$5.68K ﹤0.01% 223
2024
Q3 		– Sell
-75
Closed -$10.3K – 247
2024
Q2 		$10.3K Hold
75
– – ﹤0.01% 210
2024
Q1 		$10.3K Sell
75
-1
-1% -$137 ﹤0.01% 206
2023
Q4 		$10.3K Hold
76
– – ﹤0.01% 197
2023
Q3 		$9.29K Sell
76
-80
-51% -$10.2K ﹤0.01% 173
2023
Q2 		$19.8K Buy
156
+75
+93% +$9.74K 0.01% 160
2023
Q1 		$10.5K Buy
+81
New +$10.6K ﹤0.01% 175
2022
Q4 		– Sell
-170
Closed -$20K – 465
2022
Q3 		$20K Buy
170
+93
+121% +$11.5K 0.01% 314
2022
Q2 		$9K Sell
77
-621
-89% -$73.7K 0.01% 455
2022
Q1 		$90K Buy
698
+349
+100% +$45.5K 0.06% 141
2021
Q4 		$53K Buy
349
+74
+27% +$11.5K 0.04% 245
2021
Q3 		$44K Hold
275
– – 0.04% 259
2021
Q2 		$45K Hold
275
– – 0.03% 264
2021
Q1 		$41K Sell
275
-85
-24% -$13.5K 0.03% 246
2020
Q4 		$55K Buy
+360
New +$51.4K 0.05% 135
2018
Q3 		$71K Buy
585
+70
+14% +$8.24K 0.05% 225
2018
Q2 		$57K Buy
515
+330
+178% +$35.3K 0.04% 225
2018
Q1 		$20K Sell
185
-215
-54% -$23.8K 0.02% 293
2017
Q4 		$44K Buy
+400
New +$42.8K 0.03% 223

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IBB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 35 shares — an estimated $5.91K sold.

Wagner Wealth Management (South Carolina) first reported a position in IBB in Q4 2017 and held it in 20 quarters. The position peaked at $90K in Q1 2022. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 35 iShares Biotechnology ETF shares in Q2 2026, an estimated $5.91K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 20 quarters.
  • Wagner Wealth Management (South Carolina)'s iShares Biotechnology ETF position peaked at $90K in Q1 2022.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.