BI
IBB icon

Beckerman Institutional’s iShares Biotechnology ETF IBB Stock Holding History

Beckerman Institutional’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 		$481K Hold
2,528
– – 0.23% 90
2026
Q1 		$427K Hold
2,528
– – 0.23% 89
2025
Q4 		$427K Sell
2,528
-22
-0.9% -$3.57K 0.24% 87
2025
Q3 		$368K Sell
2,550
-132
-5% -$18K 0.22% 86
2025
Q2 		$339K Sell
2,682
-69
-3% -$8.47K 0.23% 85
2025
Q1 		$352K Buy
2,751
+21
+0.8% +$2.85K 0.25% 83
2024
Q4 		$361K Buy
2,730
+9
+0.3% +$1.26K 0.29% 77
2024
Q3 		$396K Buy
+2,721
New +$394K 0.33% 68

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Beckerman Institutional's IBB Position: Q2 2026 in Review

Beckerman Institutional held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,528 shares worth $481K. The position accounts for 0.23% of the portfolio, ranked #90.

Beckerman Institutional first reported a position in IBB in Q3 2024 and has held it in 8 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Beckerman Institutional held 2,528 shares of iShares Biotechnology ETF worth $481K as of Q2 2026.
  • Beckerman Institutional left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.23% of Beckerman Institutional's portfolio in Q2 2026, its #90 holding.
  • Beckerman Institutional first reported a position in iShares Biotechnology ETF in Q3 2024 and has held it in 8 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.