Winch Advisory Services’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
Q2 | $124K | Hold |
653
| – | – | 0.03% | 129 |
|
|
2026
Q1 | $110K | Sell |
653
-18
| -3% | -$3.08K | 0.03% | 129 |
|
|
2025
Q4 | $113K | Sell |
671
-17
| -2% | -$2.76K | 0.03% | 124 |
|
|
2025
Q3 | $99.3K | Hold |
688
| – | – | 0.02% | 131 |
|
|
2025
Q2 | $87K | Sell |
688
-29
| -4% | -$3.56K | 0.02% | 132 |
|
|
2025
Q1 | $91.7K | Buy |
717
+1
| +0.1% | +$136 | 0.02% | 122 |
|
|
2024
Q4 | $94.7K | Hold |
716
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $104K | Buy |
716
+1
| +0.1% | +$145 | 0.03% | 112 |
|
|
2024
Q2 | $98.1K | Sell |
715
-124
| -15% | -$16.6K | 0.03% | 112 |
|
|
2024
Q1 | $115K | Sell |
839
-59
| -7% | -$8.06K | 0.04% | 106 |
|
|
2023
Q4 | $122K | Sell |
898
-146
| -14% | -$17.8K | 0.04% | 101 |
|
|
2023
Q3 | $128K | Sell |
1,044
-45
| -4% | -$5.72K | 0.05% | 91 |
|
|
2023
Q2 | $138K | Sell |
1,089
-144
| -12% | -$18.7K | 0.05% | 89 |
|
|
2023
Q1 | $159K | Sell |
1,233
-57
| -4% | -$7.46K | 0.06% | 83 |
|
|
2022
Q4 | $169K | Sell |
1,290
-122
| -9% | -$15.8K | 0.07% | 80 |
|
|
2022
Q3 | $165K | Buy |
1,412
+1
| +0.1% | +$124 | 0.07% | 73 |
|
|
2022
Q2 | $166K | Sell |
1,411
-104
| -7% | -$12.3K | 0.07% | 74 |
|
|
2022
Q1 | $197K | Hold |
1,515
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $231K | Buy |
1,515
+91
| +6% | +$14.1K | 0.08% | 75 |
|
|
2021
Q3 | $230K | Sell |
1,424
-75
| -5% | -$12.6K | 0.08% | 69 |
|
|
2021
Q2 | $245K | Buy |
1,499
+16
| +1% | +$2.46K | 0.09% | 66 |
|
|
2021
Q1 | $223K | Buy |
1,483
+112
| +8% | +$17.8K | 0.09% | 62 |
|
|
2020
Q4 | $208K | Buy |
1,371
+22
| +2% | +$3.14K | 0.09% | 60 |
|
|
2020
Q3 | $183K | Buy |
1,349
+82
| +6% | +$11.1K | 0.08% | 58 |
|
|
2020
Q2 | $173K | Buy |
1,267
+91
| +8% | +$11.6K | 0.08% | 56 |
|
|
2020
Q1 | $127K | Hold |
1,176
| – | – | 0.06% | 55 |
|
|
2019
Q4 | $142K | Sell |
1,176
-969
| -45% | -$108K | 0.07% | 69 |
|
|
2019
Q3 | $213K | Sell |
2,145
-163
| -7% | -$17.1K | 0.11% | 62 |
|
|
2019
Q2 | $252K | Sell |
2,308
-173
| -7% | -$18.4K | 0.13% | 59 |
|
|
2019
Q1 | $277K | Buy |
2,481
+257
| +12% | +$28.2K | 0.15% | 65 |
|
|
2018
Q4 | $214K | Sell |
2,224
-40,378
| -95% | -$4.29M | 0.12% | 64 |
|
|
2018
Q3 | $5.2M | Buy |
42,602
+584
| +1% | +$68.8K | 2.61% | 13 |
|
|
2018
Q2 | $4.61M | Sell |
42,018
-2,187
| -5% | -$234K | 2.49% | 15 |
|
|
2018
Q1 | $4.72M | Buy |
44,205
+1,279
| +3% | +$142K | 2.76% | 11 |
|
|
2017
Q4 | $4.58M | Buy |
42,926
+809
| +2% | +$86.5K | 2.76% | 14 |
|
|
2017
Q3 | $4.68M | Buy |
42,117
+1,845
| +5% | +$197K | 3.04% | 13 |
|
|
2017
Q2 | $4.16M | Sell |
40,272
-873
| -2% | -$86K | 2.62% | 14 |
|
|
2017
Q1 | $4.02M | Buy |
41,145
+240
| +0.6% | +$23K | 2.55% | 11 |
|
|
2016
Q4 | $3.62M | Buy |
40,905
+40,860
| +90,800% | +$3.72M | 2.49% | 13 |
|
|
2016
Q3 | $4K | Sell |
45
-558
| -93% | -$53.1K | ﹤0.01% | 206 |
|
|
2016
Q2 | $52K | Buy |
603
+579
| +2,413% | +$52K | 0.06% | 77 |
|
|
2016
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 200 |
|
|
2015
Q4 | $3K | Buy |
24
+3
| +14% | +$326 | ﹤0.01% | 196 |
|
|
2015
Q3 | $2K | Sell |
21
-37,833
| -100% | -$4.54M | ﹤0.01% | 196 |
|
|
2015
Q2 | $4.66M | Buy |
37,854
+25,593
| +209% | +$3.06M | 2.54% | 8 |
|
|
2015
Q1 | $1.4M | Sell |
12,261
-45,567
| -79% | -$5.03M | 0.82% | 34 |
|
|
2014
Q4 | $5.85M | Buy |
57,828
+48,816
| +542% | +$4.74M | 3.18% | 9 |
|
|
2014
Q3 | $822K | Buy |
+9,012
| New | +$791K | 0.53% | 40 |
|
Other funds holding IBB
CB
Winch Advisory Services's IBB Position: Q2 2026 in Review
Winch Advisory Services held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 653 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #129.
Winch Advisory Services first reported a position in IBB in Q3 2014 and has held it in 48 quarters since. The position peaked at $5.85M in Q4 2014. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.
- Winch Advisory Services held 653 shares of iShares Biotechnology ETF worth $124K as of Q2 2026.
- Winch Advisory Services left its iShares Biotechnology ETF share count unchanged in Q2 2026.
- iShares Biotechnology ETF made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #129 holding.
- Winch Advisory Services first reported a position in iShares Biotechnology ETF in Q3 2014 and has held it in 48 quarters since.
- Winch Advisory Services's iShares Biotechnology ETF position peaked at $5.85M in Q4 2014.
- 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.