Beese Fulmer Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Beese Fulmer Investment Management’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	$371K	Buy	1,952 +7	+0.4%	+$1.2K	0.02%	253
2026 Q1	$328K	Buy	1,945 +595	+44%	+$102K	0.02%	289
2025 Q4	$228K	Buy	+1,350	New	+$219K	0.01%	359
2022 Q1	–	Sell	-1,805	Closed	-$275K	–	236
2021 Q4	$275K	Buy	1,805 +150	+9%	+$23.2K	0.03%	197
2021 Q3	$268K	Buy	+1,655	New	+$279K	0.03%	194
2020 Q3	–	Sell	-960	Closed	-$131K	–	353
2020 Q2	$131K	Buy	+960	New	+$122K	0.02%	219

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

Beese Fulmer Investment Management's IBB Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares Biotechnology ETF (IBB) stake by 0.36% in Q2 2026, buying an estimated $1.2K and bringing the position to 1,952 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #253.

Beese Fulmer Investment Management first reported a position in IBB in Q2 2020 and has held it in 6 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Beese Fulmer Investment Management held 1,952 shares of iShares Biotechnology ETF worth $371K as of Q2 2026.
Beese Fulmer Investment Management bought 7 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.2K.
iShares Biotechnology ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #253 holding.
Beese Fulmer Investment Management first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 6 quarters since.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.