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WealthShield Partners’s iShares Biotechnology ETF IBB Stock Holding History

WealthShield Partners’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 		$7.43K Buy
44
+1
+2% +$171 ﹤0.01% 542
2025
Q4 		$7.26K Hold
43
– – ﹤0.01% 517
2025
Q3 		$6.21K Hold
43
– – ﹤0.01% 519
2025
Q2 		$5.44K Hold
43
– – ﹤0.01% 509
2025
Q1 		$5.5K Sell
43
-145
-77% -$19.7K ﹤0.01% 495
2024
Q4 		$24.9K Sell
188
-75
-29% -$10.5K ﹤0.01% 410
2024
Q3 		$38.3K Hold
263
– – 0.01% 396
2024
Q2 		$36.1K Hold
263
– – 0.01% 370
2024
Q1 		$36.1K Sell
263
-400
-60% -$54.6K 0.01% 361
2023
Q4 		$90.1K Buy
663
+24
+4% +$2.93K 0.01% 328
2023
Q3 		$78.2K Hold
639
– – 0.01% 353
2023
Q2 		$81.1K Hold
639
– – 0.01% 355
2023
Q1 		$82.5K Buy
+639
New +$83.6K 0.01% 351
2020
Q4 		– Sell
-191
Closed -$26K – 331
2020
Q3 		$26K Buy
191
+71
+59% +$9.63K 0.01% 325
2020
Q2 		$16K Buy
+120
New +$15.3K 0.01% 282
2019
Q4 		– Sell
-25
Closed -$2.79K – 276
2019
Q3 		$2K Hold
25
– – ﹤0.01% 255
2019
Q2 		$3K Hold
25
– – ﹤0.01% 219
2019
Q1 		$3K Hold
25
– – ﹤0.01% 252
2018
Q4 		$2K Buy
+25
New +$2.65K ﹤0.01% 231
2018
Q1 		– Sell
-207
Closed -$23K – 246
2017
Q4 		$23K Buy
+207
New +$22.1K 0.01% 173

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthShield Partners's IBB Position: Q1 2026 in Review

WealthShield Partners increased its iShares Biotechnology ETF (IBB) stake by 2.3% in Q1 2026, buying an estimated $171 and bringing the position to 44 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

WealthShield Partners first reported a position in IBB in Q4 2017 and has held it in 20 quarters since. The position peaked at $90.1K in Q4 2023. 918 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • WealthShield Partners held 44 shares of iShares Biotechnology ETF worth $7.43K as of Q1 2026.
  • WealthShield Partners bought 1 iShares Biotechnology ETF share in Q1 2026, an estimated $171.
  • iShares Biotechnology ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #542 holding.
  • WealthShield Partners first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 20 quarters since.
  • WealthShield Partners's iShares Biotechnology ETF position peaked at $90.1K in Q4 2023.
  • 918 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.