Wescott Financial Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Wescott Financial Advisory Group’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	$468K	Buy	2,772 +3	+0.1%	+$513	0.04%	131
2025 Q4	$467K	Hold	2,769	–	–	0.04%	130
2025 Q3	$400K	Hold	2,769	–	–	0.04%	133
2025 Q2	$350K	Hold	2,769	–	–	0.03%	137
2025 Q1	$354K	Hold	2,769	–	–	0.04%	131
2024 Q4	$366K	Sell	2,769 -254	-8%	-$35.7K	0.04%	128
2024 Q3	$440K	Hold	3,023	–	–	0.05%	126
2024 Q2	$415K	Hold	3,023	–	–	0.05%	121
2024 Q1	$415K	Hold	3,023	–	–	0.05%	118
2023 Q4	$411K	Buy	3,023 +1	+0%	+$122	0.06%	114
2023 Q3	$370K	Hold	3,022	–	–	0.07%	114
2023 Q2	$384K	Hold	3,022	–	–	0.07%	113
2023 Q1	$390K	Hold	3,022	–	–	0.08%	109
2022 Q4	$397K	Hold	3,022	–	–	0.09%	103
2022 Q3	$353K	Buy	3,022 +13	+0.4%	+$1.61K	0.1%	103
2022 Q2	$354K	Hold	3,009	–	–	0.1%	98
2022 Q1	$392K	Buy	3,009 +51	+2%	+$6.64K	0.1%	93
2021 Q4	$451K	Hold	2,958	–	–	0.23%	42
2021 Q3	$478K	Buy	2,958 +63	+2%	+$10.6K	0.27%	42
2021 Q2	$483K	Hold	2,895	–	–	0.28%	38
2021 Q1	$436K	Buy	2,895 +126	+5%	+$20K	0.28%	39
2020 Q4	$419K	Buy	+2,769	New	+$396K	0.29%	38

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wescott Financial Advisory Group's IBB Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares Biotechnology ETF (IBB) stake by 0.11% in Q1 2026, buying an estimated $513 and bringing the position to 2,772 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #131.

Wescott Financial Advisory Group first reported a position in IBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $483K in Q2 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Wescott Financial Advisory Group held 2,772 shares of iShares Biotechnology ETF worth $468K as of Q1 2026.
Wescott Financial Advisory Group bought 3 iShares Biotechnology ETF shares in Q1 2026, an estimated $513.
iShares Biotechnology ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #131 holding.
Wescott Financial Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 22 quarters since.
Wescott Financial Advisory Group's iShares Biotechnology ETF position peaked at $483K in Q2 2021.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.