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

Westwood 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 		$1.26M Buy
6,600
+1,500
+29% +$258K 0.36% 25
2026
Q1 		$861K Buy
+5,100
New +$872K 0.34% 25
2025
Q4 		– Sell
-6,395
Closed -$923K – 113
2025
Q3 		$923K Sell
6,395
-485
-7% -$66.2K 0.34% 27
2025
Q2 		$870K Sell
6,880
-6,760
-50% -$830K 0.29% 31
2025
Q1 		$1.74M Sell
13,640
-100
-0.7% -$13.6K 0.75% 21
2024
Q4 		$1.82M Sell
13,740
-760
-5% -$107K 0.66% 19
2024
Q3 		$2.11M Buy
14,500
+2,175
+18% +$315K 0.83% 18
2024
Q2 		$1.69M Sell
12,325
-150
-1% -$20K 0.63% 22
2024
Q1 		$1.71M Buy
12,475
+4,060
+48% +$554K 0.84% 17
2023
Q4 		$1.14M Sell
8,415
-140
-2% -$17.1K 0.88% 19
2023
Q3 		$1.05M Hold
8,555
– – 0.69% 23
2023
Q2 		$1.09M Buy
8,555
+200
+2% +$26K 0.77% 22
2023
Q1 		$1.08M Sell
8,355
-1,236
-13% -$162K 0.96% 19
2022
Q4 		$1.26M Buy
9,591
+1,120
+13% +$145K 1.51% 13
2022
Q3 		$991K Sell
8,471
-1,400
-14% -$174K 0.89% 16
2022
Q2 		$1.16M Sell
9,871
-5,270
-35% -$626K 1.34% 11
2022
Q1 		$1.97M Sell
15,141
-13,815
-48% -$1.8M 0.77% 16
2021
Q4 		$4.42M Buy
+28,956
New +$4.48M 1.88% 15

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 22.9% 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

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

Westwood Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 29% in Q2 2026, buying an estimated $258K and bringing the position to 6,600 shares worth $1.26M. The position accounts for 0.36% of the portfolio, ranked #25.

Westwood Wealth Management first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.42M in Q4 2021. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Westwood Wealth Management held 6,600 shares of iShares Biotechnology ETF worth $1.26M as of Q2 2026.
  • Westwood Wealth Management bought 1,500 iShares Biotechnology ETF shares in Q2 2026, an estimated $258K.
  • iShares Biotechnology ETF made up 0.36% of Westwood Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Westwood Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's iShares Biotechnology ETF position peaked at $4.42M in Q4 2021.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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