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

Winthrop 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 Q1	$14K	Hold	81	–	–	﹤0.01%	228
2025 Q4	$14K	Sell	81 -54	-40%	-$8.77K	﹤0.01%	231
2025 Q3	$19K	Sell	135 -82	-38%	-$11.2K	﹤0.01%	200
2025 Q2	$27K	Sell	217 -42	-16%	-$5.16K	0.01%	201
2025 Q1	$33K	Sell	259 -17,216	-99%	-$2.33M	0.01%	175
2024 Q4	$2.3M	Buy	+17,475	New	+$2.46M	0.61%	40
2024 Q1	–	Sell	-19,124	Closed	-$2.6M	–	201
2023 Q4	$2.6M	Buy	+19,124	New	+$2.33M	0.85%	33

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winthrop Capital Management's IBB Position: Q1 2026 in Review

Winthrop Capital Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 81 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Winthrop Capital Management first reported a position in IBB in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.6M in Q4 2023. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Winthrop Capital Management held 81 shares of iShares Biotechnology ETF worth $14K as of Q1 2026.
Winthrop Capital Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up ﹤0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #228 holding.
Winthrop Capital Management first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares Biotechnology ETF position peaked at $2.6M in Q4 2023.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.