Kroeger Financial Partners’s iShares Biotechnology ETF IBB Stock Holding History

Kroeger Financial Partners’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	$12.9K	Buy	+68	New	+$11.7K	0.01%	108

Other funds holding IBB

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Kroeger Financial Partners's IBB Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 68 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #108 among its holdings.

352 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Kroeger Financial Partners held 68 shares of iShares Biotechnology ETF worth $12.9K as of Q2 2026.
iShares Biotechnology ETF was a new Kroeger Financial Partners position in Q2 2026.
iShares Biotechnology ETF made up 0.01% of Kroeger Financial Partners's portfolio in Q2 2026, its #108 holding.
352 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.