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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
Q2 		$337K Buy
1,771
+138
+8% +$23.7K 0.01% 793
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 – 715
2024
Q4 		$218K Sell
1,651
-40
-2% -$5.62K 0.01% 700
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 $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Western Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 8.5% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,771 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #793.

Western Wealth Management first reported a position in IBB in Q4 2018 and has held it in 23 quarters since. The position peaked at $596K in Q1 2022. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Western Wealth Management held 1,771 shares of iShares Biotechnology ETF worth $337K as of Q2 2026.
  • Western Wealth Management bought 138 iShares Biotechnology ETF shares in Q2 2026, an estimated $23.7K.
  • iShares Biotechnology ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #793 holding.
  • Western Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 23 quarters since.
  • Western Wealth Management's iShares Biotechnology ETF position peaked at $596K in Q1 2022.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.