Western Pacific Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Western Pacific Wealth Management’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	$575	Hold	3	–	–	﹤0.01%	176
2026 Q1	$511	Hold	3	–	–	﹤0.01%	189
2025 Q4	$510	Hold	3	–	–	﹤0.01%	176
2025 Q3	$436	Hold	3	–	–	﹤0.01%	186
2025 Q2	$382	Hold	3	–	–	﹤0.01%	193
2025 Q1	$386	Hold	3	–	–	﹤0.01%	197
2024 Q4	$399	Hold	3	–	–	﹤0.01%	204
2024 Q3	$439	Hold	3	–	–	﹤0.01%	248
2024 Q2	$413	Hold	3	–	–	﹤0.01%	223
2024 Q1	$413	Hold	3	–	–	﹤0.01%	296
2023 Q4	$408	Hold	3	–	–	﹤0.01%	235
2023 Q3	$367	Hold	3	–	–	﹤0.01%	270
2023 Q2	$381	Hold	3	–	–	﹤0.01%	274
2023 Q1	$387	Hold	3	–	–	﹤0.01%	288
2022 Q4	$393	Buy	+3	New	+$388	﹤0.01%	282
2022 Q1	–	Sell	-300	Closed	-$45K	–	230
2021 Q4	$45K	Buy	+300	New	+$46.4K	0.03%	117

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Western Pacific Wealth Management's IBB Position: Q2 2026 in Review

Western Pacific Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 3 shares worth $575. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Western Pacific Wealth Management first reported a position in IBB in Q4 2021 and has held it in 16 quarters since. The position peaked at $45K in Q4 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Western Pacific Wealth Management held 3 shares of iShares Biotechnology ETF worth $575 as of Q2 2026.
Western Pacific Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #176 holding.
Western Pacific Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 16 quarters since.
Western Pacific Wealth Management's iShares Biotechnology ETF position peaked at $45K in Q4 2021.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.