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

Wealth Enhancement Trust 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
Q2 		$10.5K Hold
55
– – ﹤0.01% 720
2026
Q1 		$9.29K Hold
55
– – ﹤0.01% 596
2025
Q4 		$9.28K Buy
+55
New +$8.93K ﹤0.01% 573

Other funds holding IBB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Wealth Enhancement Trust Services's IBB Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 55 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Wealth Enhancement Trust Services first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Wealth Enhancement Trust Services held 55 shares of iShares Biotechnology ETF worth $10.5K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #720 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.