Wealth Enhancement Advisory Services
IBB icon

Wealth Enhancement Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.22M Buy
33,061
+3,213
+11% +$645K 0.01% 972
2026
Q2 		$5.33M Buy
29,848
+256
+0.9% +$44K 0.01% 967
2026
Q1 		$4.72M Sell
29,592
-9,132
-24% -$1.56M 0.01% 926
2025
Q4 		$6.64M Buy
38,724
+3,410
+10% +$554K 0.01% 879
2025
Q3 		$5.31M Sell
35,314
-1,847
-5% -$252K 0.01% 922
2025
Q2 		$4.83M Sell
37,161
-4,760
-11% -$584K 0.01% 912
2025
Q1 		$5.36M Buy
41,921
+1,160
+3% +$157K 0.01% 811
2024
Q4 		$5.39M Buy
40,761
+8,342
+26% +$1.17M 0.01% 776
2024
Q3 		$4.72M Sell
32,419
-2,643
-8% -$382K 0.01% 744
2024
Q2 		$4.81M Sell
35,062
-4,905
-12% -$655K 0.01% 704
2024
Q1 		$5.48M Buy
39,967
+2,523
+7% +$345K 0.01% 636
2023
Q4 		$5.09M Sell
37,444
-1,587
-4% -$194K 0.01% 608
2023
Q3 		$4.77M Buy
+39,031
New +$4.96M 0.02% 593

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Biotechnology ETF (IBB) stake by 11% in Q3 2026, buying an estimated $645K and bringing the position to 33,061 shares worth $6.22M. The position accounts for 0.01% of the portfolio, ranked #972.

Wealth Enhancement Advisory Services first reported a position in IBB in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.64M in Q4 2025. 838 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 33,061 shares of iShares Biotechnology ETF worth $6.22M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,213 iShares Biotechnology ETF shares in Q3 2026, an estimated $645K.
  • iShares Biotechnology ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #972 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Biotechnology ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares Biotechnology ETF position peaked at $6.64M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.