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 Q3	$772K	Buy	3,851 +324	+9%	+$65K	0.02%	459
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Wedmont Private Capital's IBB Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Biotechnology ETF (IBB) stake by 9.2% in Q3 2026, buying an estimated $65K and bringing the position to 3,851 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #459.

Wedmont Private Capital first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. 42 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Wedmont Private Capital held 3,851 shares of iShares Biotechnology ETF worth $772K as of Q3 2026.
Wedmont Private Capital bought 324 iShares Biotechnology ETF shares in Q3 2026, an estimated $65K.
iShares Biotechnology ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #459 holding.
Wedmont Private Capital first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
42 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.