Wedmont Private Capital’s iShares Biotechnology ETF IBB Stock Holding History

Wedmont Private Capital’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	$677K	Sell	3,527 -713	-17%	-$123K	0.02%	460
2026 Q1	$729K	Buy	4,240 +2,847	+204%	+$487K	0.02%	387
2025 Q4	$246K	Buy	+1,393	New	+$226K	0.01%	703
2025 Q2	–	Sell	-1,975	Closed	-$231K	–	755
2025 Q1	$231K	Hold	1,975	–	–	0.01%	599
2024 Q4	$262K	Hold	1,975	–	–	0.01%	576
2024 Q3	$281K	Buy	1,975 +25	+1%	+$3.62K	0.02%	530
2024 Q2	$283K	Hold	1,950	–	–	0.02%	516
2024 Q1	$262K	Hold	1,950	–	–	0.02%	486
2023 Q4	$272K	Hold	1,950	–	–	0.02%	453
2023 Q3	$238K	Hold	1,950	–	–	0.02%	433
2023 Q2	$250K	Hold	1,950	–	–	0.03%	427
2023 Q1	$254K	Hold	1,950	–	–	0.03%	384
2022 Q4	$260K	Hold	1,950	–	–	0.04%	373
2022 Q3	$228K	Hold	1,950	–	–	0.05%	330
2022 Q2	$229K	Hold	1,950	–	–	0.05%	295
2022 Q1	$263K	Sell	1,950 -68	-3%	-$8.86K	0.06%	257
2021 Q4	$279K	Buy	+2,018	New	+$312K	0.09%	184

Other funds holding IBB

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Wedmont Private Capital's IBB Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares Biotechnology ETF (IBB) stake by 17% in Q2 2026, selling an estimated $123K and leaving 3,527 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #460.

Wedmont Private Capital first reported a position in IBB in Q4 2021 and has held it in 17 quarters since. The position peaked at $729K in Q1 2026. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Wedmont Private Capital held 3,527 shares of iShares Biotechnology ETF worth $677K as of Q2 2026.
Wedmont Private Capital sold 713 iShares Biotechnology ETF shares in Q2 2026, an estimated $123K.
iShares Biotechnology ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #460 holding.
Wedmont Private Capital first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 17 quarters since.
Wedmont Private Capital's iShares Biotechnology ETF position peaked at $729K in Q1 2026.
601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.