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WhitTier Trust Company’s iShares Biotechnology ETF IBB Stock Holding History

WhitTier Trust Company’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 		$593K Hold
2,992
– – 0.01% 377
2026
Q1 		$505K Buy
2,992
+1,060
+55% +$181K 0.01% 376
2025
Q4 		$331K Hold
1,932
– – 0.01% 417
2025
Q3 		$292K Sell
1,932
-300
-13% -$41K 0.01% 426
2025
Q2 		$282K Sell
2,232
-370
-14% -$45.4K 0.01% 472
2025
Q1 		$333K Sell
2,602
-113
-4% -$15.3K 0.01% 444
2024
Q4 		$359K Hold
2,715
– – 0.01% 413
2024
Q3 		$395K Hold
2,715
– – 0.01% 387
2024
Q2 		$373K Sell
2,715
-356
-12% -$47.5K 0.01% 381
2024
Q1 		$421K Hold
3,071
– – 0.01% 364
2023
Q4 		$417K Sell
3,071
-150
-5% -$18.3K 0.01% 366
2023
Q3 		$394K Hold
3,221
– – 0.01% 360
2023
Q2 		$409K Hold
3,221
– – 0.01% 362
2023
Q1 		$416K Sell
3,221
-150
-4% -$19.6K 0.02% 359
2022
Q4 		$443K Sell
3,371
-356
-10% -$46K 0.02% 355
2022
Q3 		$436K Sell
3,727
-54,481
-94% -$6.77M 0.02% 353
2022
Q2 		$6.85M Buy
58,208
+55,909
+2,432% +$6.64M 0.28% 84
2022
Q1 		$300K Buy
2,299
+409
+22% +$53.3K 0.01% 414
2021
Q4 		$288K Hold
1,890
– – 0.01% 421
2021
Q3 		$306K Hold
1,890
– – 0.01% 398
2021
Q2 		$309K Hold
1,890
– – 0.01% 395
2021
Q1 		$285K Hold
1,890
– – 0.01% 397
2020
Q4 		$286K Hold
1,890
– – 0.01% 385
2020
Q3 		$256K Sell
1,890
-600
-24% -$81.4K 0.01% 384
2020
Q2 		$340K Sell
2,490
-165
-6% -$21K 0.02% 339
2020
Q1 		$286K Sell
2,655
-105
-4% -$12.1K 0.02% 341
2019
Q4 		$333K Hold
2,760
– – 0.02% 352
2019
Q3 		$275K Sell
2,760
-275
-9% -$28.8K 0.02% 369
2019
Q2 		$331K Sell
3,035
-150
-5% -$16K 0.02% 342
2019
Q1 		$356K Sell
3,185
-835
-21% -$91.6K 0.03% 325
2018
Q4 		$388K Buy
4,020
+320
+9% +$34K 0.03% 293
2018
Q3 		$451K Hold
3,700
– – 0.03% 281
2018
Q2 		$406K Sell
3,700
-75
-2% -$8.02K 0.03% 287
2018
Q1 		$403K Sell
3,775
-525
-12% -$58.2K 0.03% 282
2017
Q4 		$459K Buy
4,300
+10
+0.2% +$1.07K 0.04% 262
2017
Q3 		$477K Sell
4,290
-150
-3% -$16K 0.04% 260
2017
Q2 		$459K Sell
4,440
-225
-5% -$22.2K 0.04% 257
2017
Q1 		$456K Sell
4,665
-84
-2% -$8.04K 0.05% 258
2016
Q4 		$420K Buy
4,749
+3,699
+352% +$337K 0.04% 252
2016
Q3 		$101K Hold
1,050
– – 0.01% 423
2016
Q2 		$90K Hold
1,050
– – 0.01% 435
2016
Q1 		$91K Hold
1,050
– – 0.01% 434
2015
Q4 		$118K Sell
1,050
-150
-13% -$16.3K 0.01% 403
2015
Q3 		$121K Hold
1,200
– – 0.01% 395
2015
Q2 		$148K Sell
1,200
-210
-15% -$25.1K 0.02% 384
2015
Q1 		$161K Hold
1,410
– – 0.02% 378
2014
Q4 		$143K Hold
1,410
– – 0.02% 392
2014
Q3 		$129K Hold
1,410
– – 0.01% 394
2014
Q2 		$121K Sell
1,410
-336
-19% -$26.5K 0.01% 415
2014
Q1 		$138K Hold
1,746
– – 0.02% 392
2013
Q4 		$132K Sell
1,746
-195
-10% -$13.8K 0.02% 391
2013
Q3 		$136K Hold
1,941
– – 0.02% 369
2013
Q2 		$112K Buy
+1,941
New +$112K 0.02% 392

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

WhitTier Trust Company's IBB Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,992 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #377.

WhitTier Trust Company first reported a position in IBB in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.85M in Q2 2022. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • WhitTier Trust Company held 2,992 shares of iShares Biotechnology ETF worth $593K as of Q2 2026.
  • WhitTier Trust Company left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #377 holding.
  • WhitTier Trust Company first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's iShares Biotechnology ETF position peaked at $6.85M in Q2 2022.
  • 421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.