WA
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WPG Advisers’s iShares Biotechnology ETF IBB Stock Holding History

WPG Advisers’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 		$22.3K Hold
117
– – 0.01% 523
2026
Q1 		$19.8K Hold
117
– – 0.01% 490
2025
Q4 		$19.7K Hold
117
– – 0.01% 511
2025
Q3 		$16.9K Hold
117
– – 0.01% 546
2025
Q2 		$14.8K Hold
117
– – 0.01% 551
2025
Q1 		$15K Buy
+117
New +$15.9K 0.01% 540

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

WPG Advisers's IBB Position: Q2 2026 in Review

WPG Advisers held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 117 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #523.

WPG Advisers first reported a position in IBB in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • WPG Advisers held 117 shares of iShares Biotechnology ETF worth $22.3K as of Q2 2026.
  • WPG Advisers left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #523 holding.
  • WPG Advisers first reported a position in iShares Biotechnology ETF in Q1 2025 and has held it in 6 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.