Whittier Trust’s iShares Biotechnology ETF IBB Stock Holding History

Whittier Trust’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	$891K	Sell	4,562 -174	-4%	-$29.9K	0.01%	410
2026 Q1	$800K	Sell	4,736 -52	-1%	-$8.89K	0.01%	380
2025 Q4	$820K	Sell	4,788 -52	-1%	-$8.45K	0.01%	376
2025 Q3	$731K	Sell	4,840 -769	-14%	-$105K	0.01%	388
2025 Q2	$710K	Sell	5,609 -444	-7%	-$54.5K	0.01%	438
2025 Q1	$774K	Sell	6,053 -86	-1%	-$11.7K	0.01%	417
2024 Q4	$812K	Sell	6,139 -15	-0.2%	-$2.11K	0.01%	414
2024 Q3	$896K	Buy	6,154 +27	+0.4%	+$3.91K	0.01%	404
2024 Q2	$841K	Hold	6,127	–	–	0.01%	397
2024 Q1	$841K	Sell	6,127 -171	-3%	-$23.4K	0.01%	389
2023 Q4	$856K	Sell	6,298 -173	-3%	-$21.1K	0.01%	380
2023 Q3	$791K	Buy	6,471 +1,350	+26%	+$172K	0.01%	382
2023 Q2	$650K	Hold	5,121	–	–	0.01%	420
2023 Q1	$661K	Sell	5,121 -837	-14%	-$110K	0.01%	423
2022 Q4	$782K	Sell	5,958 -1,042	-15%	-$135K	0.02%	395
2022 Q3	$819K	Sell	7,000 -99,645	-93%	-$12.4M	0.02%	380
2022 Q2	$12.5M	Buy	106,645 +98,499	+1,209%	+$11.7M	0.25%	95
2022 Q1	$1.06M	Buy	8,146 +86	+1%	+$11.2K	0.02%	368
2021 Q4	$1.23M	Buy	8,060 +226	+3%	+$35K	0.02%	342
2021 Q3	$1.27M	Hold	7,834	–	–	0.02%	326
2021 Q2	$1.28M	Hold	7,834	–	–	0.02%	329
2021 Q1	$1.18M	Buy	7,834 +600	+8%	+$95.3K	0.02%	342
2020 Q4	$1.1M	Hold	7,234	–	–	0.02%	321
2020 Q3	$980K	Hold	7,234	–	–	0.02%	325
2020 Q2	$989K	Hold	7,234	–	–	0.03%	304
2020 Q1	$779K	Hold	7,234	–	–	0.03%	322
2019 Q4	$872K	Hold	7,234	–	–	0.02%	325
2019 Q3	$720K	Buy	7,234 +250	+4%	+$26.2K	0.02%	343
2019 Q2	$762K	Buy	6,984 +60	+0.9%	+$6.38K	0.02%	331
2019 Q1	$774K	Hold	6,924	–	–	0.02%	322
2018 Q4	$668K	Hold	6,924	–	–	0.02%	327
2018 Q3	$844K	Hold	6,924	–	–	0.03%	307
2018 Q2	$760K	Hold	6,924	–	–	0.03%	314
2018 Q1	$739K	Sell	6,924 -6,505	-48%	-$721K	0.02%	320
2017 Q4	$1.43M	Buy	13,429 +7,855	+141%	+$840K	0.05%	249
2017 Q3	$620K	Sell	5,574 -450	-7%	-$48.1K	0.02%	332
2017 Q2	$623K	Hold	6,024	–	–	0.02%	316
2017 Q1	$589K	Sell	6,024 -663	-10%	-$63.5K	0.02%	325
2016 Q4	$592K	Buy	6,687 +663	+11%	+$60.3K	0.03%	320
2016 Q3	$581K	Hold	6,024	–	–	0.03%	326
2016 Q2	$517K	Hold	6,024	–	–	0.02%	332
2016 Q1	$524K	Hold	6,024	–	–	0.02%	336
2015 Q4	$679K	Hold	6,024	–	–	0.03%	314
2015 Q3	$609K	Buy	6,024 +450	+8%	+$54K	0.03%	312
2015 Q2	$686K	Hold	5,574	–	–	0.03%	317
2015 Q1	$638K	Hold	5,574	–	–	0.03%	315
2014 Q4	$564K	Hold	5,574	–	–	0.03%	320
2014 Q3	$508K	Hold	5,574	–	–	0.02%	323
2014 Q2	$478K	Hold	5,574	–	–	0.02%	331
2014 Q1	$439K	Hold	5,574	–	–	0.02%	334
2013 Q4	$422K	Sell	5,574 -22,320	-80%	-$1.58M	0.02%	338
2013 Q3	$1.95M	Hold	27,894	–	–	0.11%	164
2013 Q2	$1.62M	Buy	+27,894	New	+$1.61M	0.09%	170

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

Whittier Trust's IBB Position: Q2 2026 in Review

Whittier Trust reduced its iShares Biotechnology ETF (IBB) stake by 3.7% in Q2 2026, selling an estimated $29.9K and leaving 4,562 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #410.

Whittier Trust first reported a position in IBB in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.5M in Q2 2022. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Whittier Trust held 4,562 shares of iShares Biotechnology ETF worth $891K as of Q2 2026.
Whittier Trust sold 174 iShares Biotechnology ETF shares in Q2 2026, an estimated $29.9K.
iShares Biotechnology ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #410 holding.
Whittier Trust first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's iShares Biotechnology ETF position peaked at $12.5M in Q2 2022.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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