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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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. 381 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.
381 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.