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

Western 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
Q1 		$276K Buy
1,633
+168
+11% +$28.7K 0.01% 830
2025
Q4 		$247K Buy
+1,465
New +$238K 0.01% 731
2025
Q1 		– Sell
-1,651
Closed -$218K – 690
2024
Q4 		$218K Sell
1,651
-40
-2% -$5.62K 0.01% 616
2024
Q3 		$246K Buy
1,691
+55
+3% +$7.96K 0.01% 662
2024
Q2 		$225K Buy
+1,636
New +$218K 0.02% 595
2023
Q2 		– Sell
-1,747
Closed -$226K – 658
2023
Q1 		$226K Sell
1,747
-448
-20% -$58.6K 0.02% 583
2022
Q4 		$288K Sell
2,195
-1,941
-47% -$251K 0.03% 474
2022
Q3 		$483K Buy
4,136
+16
+0.4% +$1.99K 0.03% 494
2022
Q2 		$486K Sell
4,120
-452
-10% -$53.7K 0.03% 483
2022
Q1 		$596K Buy
4,572
+2,006
+78% +$261K 0.03% 479
2021
Q4 		$392K Buy
+2,566
New +$397K 0.04% 385
2021
Q2 		$432K Buy
2,649
+74
+3% +$11.4K 0.04% 392
2021
Q1 		$388K Buy
2,575
+1
+0% +$159 0.05% 340
2020
Q4 		$390K Buy
2,574
+64
+3% +$9.15K 0.06% 300
2020
Q3 		$340K Buy
2,510
+415
+20% +$56.3K 0.06% 310
2020
Q2 		$286K Buy
2,095
+109
+5% +$13.9K 0.05% 325
2020
Q1 		$212K Sell
1,986
-147
-7% -$16.9K 0.05% 330
2019
Q4 		$257K Sell
2,133
-404
-16% -$45.1K 0.04% 342
2019
Q3 		$253K Sell
2,537
-538
-17% -$56.3K 0.05% 327
2019
Q2 		$334K Sell
3,075
-220
-7% -$23.4K 0.04% 288
2019
Q1 		$369K Sell
3,295
-81
-2% -$8.88K 0.08% 248
2018
Q4 		$325K Buy
+3,376
New +$358K 0.09% 239

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Wealth Management's IBB Position: Q1 2026 in Review

Western Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 11% in Q1 2026, buying an estimated $28.7K and bringing the position to 1,633 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #830.

Western Wealth Management first reported a position in IBB in Q4 2018 and has held it in 22 quarters since. The position peaked at $596K in Q1 2022. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Western Wealth Management held 1,633 shares of iShares Biotechnology ETF worth $276K as of Q1 2026.
  • Western Wealth Management bought 168 iShares Biotechnology ETF shares in Q1 2026, an estimated $28.7K.
  • iShares Biotechnology ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #830 holding.
  • Western Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 22 quarters since.
  • Western Wealth Management's iShares Biotechnology ETF position peaked at $596K in Q1 2022.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.