Winter & Associates’s iShares Biotechnology ETF IBB Stock Holding History

Winter & Associates’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 Q3	$257K	Buy	+1,220	New	+$245K	0.19%	63

Other funds holding IBB

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Winter & Associates's IBB Position: Q3 2026 in Review

Winter & Associates opened a new position in iShares Biotechnology ETF (IBB) in Q3 2026: 1,220 shares worth $257K. The stake represents 0.19% of the portfolio and ranks #63 among its holdings.

303 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Winter & Associates held 1,220 shares of iShares Biotechnology ETF worth $257K as of Q3 2026.
iShares Biotechnology ETF was a new Winter & Associates position in Q3 2026.
iShares Biotechnology ETF made up 0.19% of Winter & Associates's portfolio in Q3 2026, its #63 holding.
303 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Winter & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.