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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
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 		$1.97K 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 $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $424B AUM 22.94% 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

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

Westwood Wealth Management opened a new position in iShares Biotechnology ETF (IBB) in Q1 2026: 5,100 shares worth $861K. The stake represents 0.34% of the portfolio and ranks #25 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in IBB as recently as Q3 2025.

Westwood Wealth Management first reported a position in IBB in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.42M in Q4 2021. 920 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Westwood Wealth Management held 5,100 shares of iShares Biotechnology ETF worth $861K as of Q1 2026.
  • iShares Biotechnology ETF was a new Westwood Wealth Management position in Q1 2026.
  • iShares Biotechnology ETF made up 0.34% of Westwood Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Westwood Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 17 quarters since.
  • Westwood Wealth Management's iShares Biotechnology ETF position peaked at $4.42M in Q4 2021.
  • 920 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.