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

Berger 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
Q1 		$432K Sell
2,559
-251
-9% -$42.9K 0.02% 306
2025
Q4 		$474K Sell
2,810
-19
-0.7% -$3.09K 0.03% 302
2025
Q3 		$408K Buy
2,829
+75
+3% +$10.2K 0.02% 308
2025
Q2 		$348K Sell
2,754
-226
-8% -$27.7K 0.02% 317
2025
Q1 		$381K Buy
2,980
+389
+15% +$52.7K 0.03% 296
2024
Q4 		$343K Buy
+2,591
New +$364K 0.02% 307
2023
Q3 		– Sell
-3,728
Closed -$473K – 284
2023
Q2 		$473K Buy
3,728
+3
+0.1% +$390 0.05% 164
2023
Q1 		$481K Hold
3,725
– – 0.06% 159
2022
Q4 		$489K Hold
3,725
– – 0.06% 154
2022
Q3 		$436K Sell
3,725
-8
-0.2% -$993 0.06% 152
2022
Q2 		$439K Sell
3,733
-77
-2% -$9.14K 0.06% 149
2022
Q1 		$496K Hold
3,810
– – 0.06% 149
2021
Q4 		$581K Sell
3,810
-114
-3% -$17.6K 0.08% 138
2021
Q3 		$634K Buy
3,924
+11
+0.3% +$1.85K 0.11% 98
2021
Q2 		$640K Sell
3,913
-13
-0.3% -$2K 0.12% 97
2021
Q1 		$591K Buy
3,926
+808
+26% +$128K 0.13% 97
2020
Q4 		$472K Buy
+3,118
New +$446K 0.08% 131

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berger Financial Group's IBB Position: Q1 2026 in Review

Berger Financial Group reduced its iShares Biotechnology ETF (IBB) stake by 8.9% in Q1 2026, selling an estimated $42.9K and leaving 2,559 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #306.

Berger Financial Group first reported a position in IBB in Q4 2020 and has held it in 17 quarters since. The position peaked at $640K in Q2 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Berger Financial Group held 2,559 shares of iShares Biotechnology ETF worth $432K as of Q1 2026.
  • Berger Financial Group sold 251 iShares Biotechnology ETF shares in Q1 2026, an estimated $42.9K.
  • iShares Biotechnology ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #306 holding.
  • Berger Financial Group first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 17 quarters since.
  • Berger Financial Group's iShares Biotechnology ETF position peaked at $640K in Q2 2021.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.