Atomi Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Atomi Financial Group’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	$378K	Sell	1,986 -25	-1%	-$4.3K	0.01%	909
2026 Q1	$340K	Buy	2,011 +75	+4%	+$12.8K	0.01%	891
2025 Q4	$327K	Buy	+1,936	New	+$314K	0.01%	891
2024 Q2	–	Sell	-3,361	Closed	-$461K	–	819
2024 Q1	$461K	Sell	3,361 -458	-12%	-$62.5K	0.04%	371
2023 Q4	$519K	Sell	3,819 -606	-14%	-$73.9K	0.07%	259
2023 Q3	$541K	Buy	4,425 +137	+3%	+$17.4K	0.18%	141
2023 Q2	$544K	Buy	4,288 +401	+10%	+$52.1K	0.25%	125
2023 Q1	$502K	Buy	+3,887	New	+$509K	0.28%	97

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Atomi Financial Group's IBB Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Biotechnology ETF (IBB) stake by 1.2% in Q2 2026, selling an estimated $4.3K and leaving 1,986 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #909.

Atomi Financial Group first reported a position in IBB in Q1 2023 and has held it in 8 quarters since. The position peaked at $544K in Q2 2023. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Atomi Financial Group held 1,986 shares of iShares Biotechnology ETF worth $378K as of Q2 2026.
Atomi Financial Group sold 25 iShares Biotechnology ETF shares in Q2 2026, an estimated $4.3K.
iShares Biotechnology ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #909 holding.
Atomi Financial Group first reported a position in iShares Biotechnology ETF in Q1 2023 and has held it in 8 quarters since.
Atomi Financial Group's iShares Biotechnology ETF position peaked at $544K in Q2 2023.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.