WBC
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West Branch Capital’s iShares Biotechnology ETF IBB Stock Holding History

West Branch 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 		$21.7K Hold
114
– – 0.01% 182
2026
Q1 		$19.2K Hold
114
– – 0.01% 182
2025
Q4 		$19.2K Hold
114
– – 0.01% 197
2025
Q3 		$16.5K Hold
114
– – ﹤0.01% 223
2025
Q2 		$14.4K Sell
114
-38
-25% -$4.67K ﹤0.01% 236
2025
Q1 		$19.4K Buy
152
+51
+50% +$6.92K 0.01% 225
2024
Q4 		$13.4K Sell
101
-60
-37% -$8.44K ﹤0.01% 249
2024
Q3 		$23.4K Sell
161
-15
-9% -$2.17K 0.01% 212
2024
Q2 		$24.1K Hold
176
– – 0.01% 212
2024
Q1 		$24.1K Sell
176
-80
-31% -$10.9K 0.01% 214
2023
Q4 		$34.8K Sell
256
-121
-32% -$14.8K 0.02% 187
2023
Q3 		$46K Hold
377
– – 0.02% 168
2023
Q2 		$47.8K Hold
377
– – 0.02% 166
2023
Q1 		$48.6K Buy
377
+1
+0.3% +$131 0.03% 168
2022
Q4 		$49.4K Hold
376
– – 0.03% 167
2022
Q3 		$44K Sell
376
-16
-4% -$1.99K 0.03% 176
2022
Q2 		$46K Sell
392
-8
-2% -$950 0.03% 176
2022
Q1 		$52K Sell
400
-296
-43% -$38.6K 0.02% 184
2021
Q4 		$106K Hold
696
– – 0.05% 137
2021
Q3 		$113K Buy
696
+1
+0.1% +$168 0.05% 124
2021
Q2 		$114K Buy
+695
New +$107K 0.06% 128
2019
Q2 		– Sell
-1,838
Closed -$206K – 93
2019
Q1 		$206K Buy
+1,838
New +$202K 0.18% 80
2018
Q4 		– Sell
-3,401
Closed -$415K – 79
2018
Q3 		$415K Sell
3,401
-1,836
-35% -$216K 0.31% 66
2018
Q2 		$575K Buy
+5,237
New +$560K 0.45% 56

Other funds holding IBB

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
Commonwealth Equity Services
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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

West Branch Capital's IBB Position: Q2 2026 in Review

West Branch Capital held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 114 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #182.

West Branch Capital first reported a position in IBB in Q2 2018 and has held it in 24 quarters since. The position peaked at $575K in Q2 2018. 411 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • West Branch Capital held 114 shares of iShares Biotechnology ETF worth $21.7K as of Q2 2026.
  • West Branch Capital left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #182 holding.
  • West Branch Capital first reported a position in iShares Biotechnology ETF in Q2 2018 and has held it in 24 quarters since.
  • West Branch Capital's iShares Biotechnology ETF position peaked at $575K in Q2 2018.
  • 411 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.