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Broadleaf Partners’s iShares Biotechnology ETF IBB Stock Holding History

Broadleaf Partners’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 		$215K Buy
+1,133
New +$195K 0.04% 80
2024
Q4 		– Sell
-2,122
Closed -$309K – 80
2024
Q3 		$309K Hold
2,122
– – 0.07% 68
2024
Q2 		$291K Sell
2,122
-21
-1% -$2.8K 0.07% 65
2024
Q1 		$294K Sell
2,143
-221
-9% -$30.2K 0.08% 70
2023
Q4 		$321K Sell
2,364
-45
-2% -$5.49K 0.09% 66
2023
Q3 		$295K Hold
2,409
– – 0.1% 59
2023
Q2 		$306K Hold
2,409
– – 0.1% 62
2023
Q1 		$311K Hold
2,409
– – 0.11% 64
2022
Q4 		$316K Hold
2,409
– – 0.12% 56
2022
Q3 		$282K Hold
2,409
– – 0.12% 60
2022
Q2 		$283K Sell
2,409
-35
-1% -$4.16K 0.12% 59
2022
Q1 		$318K Sell
2,444
-443
-15% -$57.7K 0.11% 58
2021
Q4 		$441K Hold
2,887
– – 0.14% 54
2021
Q3 		$467K Hold
2,887
– – 0.15% 54
2021
Q2 		$472K Sell
2,887
-37
-1% -$5.7K 0.16% 54
2021
Q1 		$440K Hold
2,924
– – 0.17% 54
2020
Q4 		$443K Hold
2,924
– – 0.17% 51
2020
Q3 		$396K Hold
2,924
– – 0.17% 51
2020
Q2 		$400K Hold
2,924
– – 0.2% 48
2020
Q1 		$315K Buy
2,924
+420
+17% +$48.4K 0.2% 50
2019
Q4 		$302K Hold
2,504
– – 0.17% 52
2019
Q3 		$249K Sell
2,504
-5
-0.2% -$523 0.16% 52
2019
Q2 		$274K Buy
2,509
+50
+2% +$5.32K 0.18% 47
2019
Q1 		$275K Hold
2,459
– – 0.19% 43
2018
Q4 		$237K Buy
2,459
+95
+4% +$10.1K 0.19% 45
2018
Q3 		$288K Hold
2,364
– – 0.19% 46
2018
Q2 		$260K Hold
2,364
– – 0.19% 46
2018
Q1 		$252K Buy
2,364
+48
+2% +$5.32K 0.19% 45
2017
Q4 		$247K Buy
+2,316
New +$248K 0.21% 43

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

Broadleaf Partners's IBB Position: Q2 2026 in Review

Broadleaf Partners opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,133 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #80 among its holdings. This is a return to the name: Broadleaf Partners previously reported a position in IBB as recently as Q3 2024.

Broadleaf Partners first reported a position in IBB in Q4 2017 and has held it in 29 quarters since. The position peaked at $472K in Q2 2021. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Broadleaf Partners held 1,133 shares of iShares Biotechnology ETF worth $215K as of Q2 2026.
  • iShares Biotechnology ETF was a new Broadleaf Partners position in Q2 2026.
  • iShares Biotechnology ETF made up 0.04% of Broadleaf Partners's portfolio in Q2 2026, its #80 holding.
  • Broadleaf Partners first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 29 quarters since.
  • Broadleaf Partners's iShares Biotechnology ETF position peaked at $472K in Q2 2021.
  • 957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.