Arrowroot Family Office’s iShares Biotechnology ETF IBB Stock Holding History

Arrowroot Family Office’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 Q1	$1.47M	Sell	8,689 -2,145	-20%	-$367K	0.49%	48
2025 Q4	$1.83M	Sell	10,834 -1,244	-10%	-$202K	0.67%	38
2025 Q3	$1.74M	Buy	12,078 +741	+7%	+$101K	0.7%	35
2025 Q2	$1.43M	Buy	+11,337	New	+$1.39M	0.64%	41
2024 Q4	$1.51M	Buy	11,395 +4,354	+62%	+$612K	0.78%	32
2024 Q3	$1.03M	Buy	7,041 +1,921	+38%	+$278K	0.6%	44
2024 Q2	$703K	Sell	5,120 -102	-2%	-$13.6K	0.45%	57
2024 Q1	$717K	Sell	5,222 -54	-1%	-$7.38K	0.46%	57
2023 Q4	$717K	Sell	5,276 -1,459	-22%	-$178K	0.51%	53
2023 Q3	$824K	Buy	6,735 +756	+13%	+$96.1K	0.65%	47
2023 Q2	$759K	Buy	5,979 +2,414	+68%	+$314K	0.57%	50
2023 Q1	$460K	Buy	+3,565	New	+$467K	0.39%	65

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowroot Family Office's IBB Position: Q1 2026 in Review

Arrowroot Family Office reduced its iShares Biotechnology ETF (IBB) stake by 20% in Q1 2026, selling an estimated $367K and leaving 8,689 shares worth $1.47M. The position accounts for 0.49% of the portfolio, ranked #48.

Arrowroot Family Office first reported a position in IBB in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q4 2025. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Arrowroot Family Office held 8,689 shares of iShares Biotechnology ETF worth $1.47M as of Q1 2026.
Arrowroot Family Office sold 2,145 iShares Biotechnology ETF shares in Q1 2026, an estimated $367K.
iShares Biotechnology ETF made up 0.49% of Arrowroot Family Office's portfolio in Q1 2026, its #48 holding.
Arrowroot Family Office first reported a position in iShares Biotechnology ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares Biotechnology ETF position peaked at $1.83M in Q4 2025.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.