Bigelow Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Bigelow Investment Advisors’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	$495K	Sell	2,931 -641	-18%	-$110K	0.2%	110
2025 Q4	$603K	Buy	3,572 +74	+2%	+$12K	0.24%	100
2025 Q3	$505K	Sell	3,498 -3,242	-48%	-$443K	0.2%	114
2025 Q2	$853K	Sell	6,740 -1,587	-19%	-$195K	0.38%	74
2025 Q1	$1.07M	Sell	8,327 -20	-0.2%	-$2.71K	0.51%	58
2024 Q4	$1.1M	Buy	8,347 +987	+13%	+$139K	0.52%	55
2024 Q3	$1.07M	Buy	7,360 +471	+7%	+$68.2K	0.48%	62
2024 Q2	$946K	Buy	6,889 +1,063	+18%	+$142K	0.45%	65
2024 Q1	$799K	Buy	5,826 +1,773	+44%	+$242K	0.39%	77
2023 Q4	$551K	Buy	4,053 +1,722	+74%	+$210K	0.3%	90
2023 Q3	$285K	Buy	2,331 +441	+23%	+$56.1K	0.16%	126
2023 Q2	$240K	Buy	1,890 +264	+16%	+$34.3K	0.13%	140
2023 Q1	$210K	Buy	+1,626	New	+$213K	0.12%	145

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bigelow Investment Advisors's IBB Position: Q1 2026 in Review

Bigelow Investment Advisors reduced its iShares Biotechnology ETF (IBB) stake by 18% in Q1 2026, selling an estimated $110K and leaving 2,931 shares worth $495K. The position accounts for 0.2% of the portfolio, ranked #110.

Bigelow Investment Advisors first reported a position in IBB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Bigelow Investment Advisors held 2,931 shares of iShares Biotechnology ETF worth $495K as of Q1 2026.
Bigelow Investment Advisors sold 641 iShares Biotechnology ETF shares in Q1 2026, an estimated $110K.
iShares Biotechnology ETF made up 0.2% of Bigelow Investment Advisors's portfolio in Q1 2026, its #110 holding.
Bigelow Investment Advisors first reported a position in iShares Biotechnology ETF in Q1 2023 and has held it in 13 quarters since.
Bigelow Investment Advisors's iShares Biotechnology ETF position peaked at $1.1M in Q4 2024.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.