Whitener Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Whitener Capital 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	$211K	Buy	+1,110	New	+$191K	0.04%	177
2021 Q3	–	Sell	-1,277	Closed	-$208K	–	134
2021 Q2	$208K	Buy	+1,277	New	+$197K	0.08%	134
2020 Q4	–	Sell	-1,797	Closed	-$243K	–	131
2020 Q3	$243K	Buy	1,797 +27	+2%	+$3.66K	0.12%	111
2020 Q2	$241K	Buy	+1,770	New	+$226K	0.13%	114
2020 Q1	–	Sell	-2,060	Closed	-$248K	–	124
2019 Q4	$248K	Hold	2,060	–	–	0.13%	123
2019 Q3	$204K	Buy	2,060 +50	+2%	+$5.23K	0.11%	124
2019 Q2	$219K	Sell	2,010 -90	-4%	-$9.57K	0.12%	122
2019 Q1	$234K	Buy	2,100 +10	+0.5%	+$1.1K	0.15%	109
2018 Q4	$201K	Buy	2,090 +40	+2%	+$4.25K	0.15%	117
2018 Q3	$249K	Sell	2,050 -60	-3%	-$7.07K	0.16%	108
2018 Q2	$231K	Hold	2,110	–	–	0.18%	112
2018 Q1	$225K	Sell	2,110 -45	-2%	-$4.99K	0.17%	109
2017 Q4	$230K	Buy	+2,155	New	+$230K	0.2%	106

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Whitener Capital Management's IBB Position: Q2 2026 in Review

Whitener Capital Management opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,110 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings. This is a return to the name: Whitener Capital Management previously reported a position in IBB as recently as Q2 2021.

Whitener Capital Management first reported a position in IBB in Q4 2017 and has held it in 13 quarters since. The position peaked at $249K in Q3 2018. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Whitener Capital Management held 1,110 shares of iShares Biotechnology ETF worth $211K as of Q2 2026.
iShares Biotechnology ETF was a new Whitener Capital Management position in Q2 2026.
iShares Biotechnology ETF made up 0.04% of Whitener Capital Management's portfolio in Q2 2026, its #177 holding.
Whitener Capital Management first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 13 quarters since.
Whitener Capital Management's iShares Biotechnology ETF position peaked at $249K in Q3 2018.
955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.