WorthPointe’s iShares Biotechnology ETF IBB Stock Holding History

WorthPointe’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	–	Sell	-5,150	Closed	-$870K	–	126
2026 Q1	$870K	Sell	5,150 -3,290	-39%	-$563K	0.24%	59
2025 Q4	$1.42M	Buy	+8,440	New	+$1.37M	0.37%	52

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

WorthPointe's IBB Position: Q2 2026 in Review

WorthPointe sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 5,150 shares — an estimated $870K sold.

WorthPointe first reported a position in IBB in Q4 2025 and held it in 2 quarters. The position peaked at $1.42M in Q4 2025. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

WorthPointe reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
WorthPointe sold 5,150 iShares Biotechnology ETF shares in Q2 2026, an estimated $870K.
WorthPointe first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 2 quarters.
WorthPointe's iShares Biotechnology ETF position peaked at $1.42M in Q4 2025.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.