White Lighthouse Investment Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Buy |
9,275
+4
| +0% | +$684 | 0.22% | 60 |
|
|
2025
Q4 | $1.56M | Sell |
9,271
-1,022
| -10% | -$166K | 0.22% | 62 |
|
|
2025
Q3 | $1.49M | Sell |
10,293
-1,070
| -9% | -$146K | 0.23% | 59 |
|
|
2025
Q2 | $1.44M | Buy |
11,363
+32
| +0.3% | +$3.93K | 0.23% | 59 |
|
|
2025
Q1 | $1.45M | Sell |
11,331
-808
| -7% | -$110K | 0.26% | 55 |
|
|
2024
Q4 | $1.6M | Sell |
12,139
-380
| -3% | -$53.4K | 0.28% | 53 |
|
|
2024
Q3 | $1.82M | Sell |
12,519
-49
| -0.4% | -$7.09K | 0.33% | 46 |
|
|
2024
Q2 | $1.73M | Sell |
12,568
-9
| -0.1% | -$1.2K | 0.33% | 45 |
|
|
2024
Q1 | $1.73M | Sell |
12,577
-185
| -1% | -$25.3K | 0.35% | 45 |
|
|
2023
Q4 | $1.73M | Buy |
12,762
+350
| +3% | +$42.7K | 0.38% | 44 |
|
|
2023
Q3 | $1.52M | Sell |
12,412
-50
| -0.4% | -$6.36K | 0.37% | 45 |
|
|
2023
Q2 | $1.58M | Buy |
12,462
+60
| +0.5% | +$7.79K | 0.38% | 45 |
|
|
2023
Q1 | $1.6M | Buy |
12,402
+78
| +0.6% | +$10.2K | 0.4% | 42 |
|
|
2022
Q4 | $1.62M | Hold |
12,324
| – | – | 0.44% | 42 |
|
|
2022
Q3 | $1.44M | Buy |
12,324
+23
| +0.2% | +$2.86K | 0.42% | 44 |
|
|
2022
Q2 | $1.45M | Buy |
12,301
+3
| +0% | +$356 | 0.41% | 44 |
|
|
2022
Q1 | $1.6M | Sell |
12,298
-197
| -2% | -$25.7K | 0.41% | 45 |
|
|
2021
Q4 | $1.91M | Sell |
12,495
-159
| -1% | -$24.6K | 0.48% | 43 |
|
|
2021
Q3 | $2.05M | Sell |
12,654
-197
| -2% | -$33.2K | 0.55% | 39 |
|
|
2021
Q2 | $2.1M | Buy |
12,851
+206
| +2% | +$31.7K | 0.58% | 39 |
|
|
2021
Q1 | $1.9M | Buy |
12,645
+150
| +1% | +$23.8K | 0.58% | 38 |
|
|
2020
Q4 | $1.89M | Sell |
12,495
-355
| -3% | -$50.7K | 0.6% | 37 |
|
|
2020
Q3 | $1.74M | Sell |
12,850
-1,351
| -10% | -$183K | 0.6% | 36 |
|
|
2020
Q2 | $1.94M | Buy |
14,201
+27
| +0.2% | +$3.44K | 0.71% | 36 |
|
|
2020
Q1 | $1.53M | Buy |
14,174
+50
| +0.4% | +$5.76K | 0.64% | 38 |
|
|
2019
Q4 | $1.7M | Buy |
14,124
+466
| +3% | +$52K | 0.62% | 39 |
|
|
2019
Q3 | $1.36M | Sell |
13,658
-200
| -1% | -$20.9K | 0.55% | 42 |
|
|
2019
Q2 | $1.51M | Sell |
13,858
-200
| -1% | -$21.3K | 0.63% | 39 |
|
|
2019
Q1 | $1.57M | Buy |
14,058
+2,030
| +17% | +$223K | 0.72% | 36 |
|
|
2018
Q4 | $1.16M | Buy |
12,028
+75
| +0.6% | +$7.96K | 0.64% | 41 |
|
|
2018
Q3 | $1.46M | Sell |
11,953
-1,105
| -8% | -$130K | 0.74% | 33 |
|
|
2018
Q2 | $1.43M | Buy |
13,058
+195
| +2% | +$20.9K | 0.79% | 29 |
|
|
2018
Q1 | $1.37M | Sell |
12,863
-410
| -3% | -$45.4K | 0.79% | 30 |
|
|
2017
Q4 | $1.42M | Buy |
+13,273
| New | +$1.42M | 0.81% | 31 |
|
Other funds holding IBB
CB
White Lighthouse Investment Management's IBB Position: Q1 2026 in Review
White Lighthouse Investment Management increased its iShares Biotechnology ETF (IBB) stake by 0.04% in Q1 2026, buying an estimated $684 and bringing the position to 9,275 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #60.
White Lighthouse Investment Management first reported a position in IBB in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.1M in Q2 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.
- White Lighthouse Investment Management held 9,275 shares of iShares Biotechnology ETF worth $1.57M as of Q1 2026.
- White Lighthouse Investment Management bought 4 iShares Biotechnology ETF shares in Q1 2026, an estimated $684.
- iShares Biotechnology ETF made up 0.22% of White Lighthouse Investment Management's portfolio in Q1 2026, its #60 holding.
- White Lighthouse Investment Management first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 34 quarters since.
- White Lighthouse Investment Management's iShares Biotechnology ETF position peaked at $2.1M in Q2 2021.
- 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.
Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.