Apella Capital
IBB icon

Apella Capital’s iShares Biotechnology ETF IBB Stock Holding History

Apella Capital’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
Q3 		$11.6M Sell
57,210
-320
-0.6% -$64.2K 0.15% 114
2026
Q2 		$11.4M Sell
57,530
-410
-0.7% -$70.5K 0.16% 106
2026
Q1 		$10.2M Buy
57,940
+346
+0.6% +$59.2K 0.15% 112
2025
Q4 		$9.7M Buy
+57,594
New +$9.35M 0.19% 97

Other funds holding IBB

Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Apella Capital's IBB Position: Q3 2026 in Review

Apella Capital reduced its iShares Biotechnology ETF (IBB) stake by 0.56% in Q3 2026, selling an estimated $64.2K and leaving 57,210 shares worth $11.6M. The position accounts for 0.15% of the portfolio, ranked #114.

Apella Capital first reported a position in IBB in Q4 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Apella Capital held 57,210 shares of iShares Biotechnology ETF worth $11.6M as of Q3 2026.
  • Apella Capital sold 320 iShares Biotechnology ETF shares in Q3 2026, an estimated $64.2K.
  • iShares Biotechnology ETF made up 0.15% of Apella Capital's portfolio in Q3 2026, its #114 holding.
  • Apella Capital first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.