WIM
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Westside Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Westside Investment 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 		$3.49M Buy
18,330
+4
+0% +$688 0.46% 57
2026
Q1 		$3.1M Buy
18,326
+356
+2% +$60.9K 0.47% 54
2025
Q4 		$3.03M Buy
17,970
+87
+0.5% +$14.1K 0.49% 53
2025
Q3 		$2.59M Sell
17,883
-665
-4% -$90.8K 0.41% 59
2025
Q2 		$2.35M Buy
18,548
+118
+0.6% +$14.5K 0.44% 60
2025
Q1 		$2.35M Buy
18,430
+1,478
+9% +$200K 0.5% 54
2024
Q4 		$2.24M Sell
16,952
-50
-0.3% -$7.03K 0.47% 57
2024
Q3 		$2.48M Buy
17,002
+204
+1% +$29.5K 0.53% 50
2024
Q2 		$2.31M Buy
16,798
+2,700
+19% +$360K 0.53% 47
2024
Q1 		$1.93M Buy
14,098
+750
+6% +$102K 0.46% 51
2023
Q4 		$1.81M Buy
13,348
+2,502
+23% +$305K 0.46% 54
2023
Q3 		$1.33M Buy
10,846
+127
+1% +$16.2K 0.38% 69
2023
Q2 		$1.36M Sell
10,719
-1,374
-11% -$178K 0.38% 70
2023
Q1 		$1.56M Buy
12,093
+341
+3% +$44.6K 0.46% 58
2022
Q4 		$1.54K Sell
11,752
-678
-5% -$87.6K ﹤0.01% 242
2022
Q3 		$71.6K Buy
12,430
+52
+0.4% +$6.46K 0.17% 111
2022
Q2 		$81.2K Buy
12,378
+125
+1% +$14.8K 0.18% 108
2022
Q1 		$81.4K Buy
12,253
+782
+7% +$102K 0.18% 107
2021
Q4 		$65.3K Buy
11,471
+451
+4% +$69.8K 0.15% 109
2021
Q3 		$65.3K Sell
11,020
-79
-0.7% -$13.3K 0.15% 108
2021
Q2 		$67.2K Buy
11,099
+150
+1% +$23.1K 0.16% 103
2021
Q1 		$61.8K Buy
10,949
+922
+9% +$146K 0.16% 100
2020
Q4 		$1.52K Buy
10,027
+721
+8% +$103K ﹤0.01% 179
2020
Q3 		$1.26K Hold
9,306
– – ﹤0.01% 193
2020
Q2 		$1.27K Sell
9,306
-58
-0.6% -$7.39K ﹤0.01% 172
2020
Q1 		$1.01K Buy
+9,364
New +$1.08M ﹤0.01% 182
2019
Q2 		$966 Buy
+8,861
New +$943K ﹤0.01% 118
2018
Q4 		$484K Buy
5,015
+165
+3% +$17.5K 0.18% 94
2018
Q3 		$588K Sell
4,850
-400
-8% -$47.1K 0.19% 80
2018
Q2 		$581K Buy
5,250
+100
+2% +$10.7K 0.2% 77
2018
Q1 		$528K Sell
5,150
-175
-3% -$19.4K 0.29% 73
2017
Q4 		$577K Sell
5,325
-165
-3% -$17.6K 0.31% 70
2017
Q3 		$621K Hold
5,490
– – 0.38% 63
2017
Q2 		$567K Hold
5,490
– – 0.37% 66
2017
Q1 		$526K Buy
5,490
+1,860
+51% +$178K 0.25% 70
2016
Q4 		$336K Buy
+3,630
New +$330K 0.23% 68

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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 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
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Westside Investment Management's IBB Position: Q2 2026 in Review

Westside Investment Management increased its iShares Biotechnology ETF (IBB) stake by 0.02% in Q2 2026, buying an estimated $688 and bringing the position to 18,330 shares worth $3.49M. The position accounts for 0.46% of the portfolio, ranked #57.

Westside Investment Management first reported a position in IBB in Q4 2016 and has held it in 36 quarters since. 352 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Westside Investment Management held 18,330 shares of iShares Biotechnology ETF worth $3.49M as of Q2 2026.
  • Westside Investment Management bought 4 iShares Biotechnology ETF shares in Q2 2026, an estimated $688.
  • iShares Biotechnology ETF made up 0.46% of Westside Investment Management's portfolio in Q2 2026, its #57 holding.
  • Westside Investment Management first reported a position in iShares Biotechnology ETF in Q4 2016 and has held it in 36 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.