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iShares NASDAQ Biotechnology Index shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 1.2k 168.85

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Apple (AAPL)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds State Street Spd (EDIV)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Keudell/Morrison Wealth Management

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Citigroup
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Envestnet Asset Management
Susquehanna International
Raymond James Financial
Commerce Bank N A
Wells Fargo & Company
UBS Group
Thrivent Financial for Lutherans
Royal Bank of Canada
LPL Financial
Barclays

View all funds holding iShares NASDAQ Biotechnology Index