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Cahill Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Cahill Financial 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
Q2 		$261K Sell
1,370
-58
-4% -$9.97K 0.03% 267
2026
Q1 		$241K Sell
1,428
-69
-5% -$11.8K 0.03% 265
2025
Q4 		$253K Sell
1,497
-104
-6% -$16.9K 0.03% 260
2025
Q3 		$231K Buy
1,601
+1
+0.1% +$136 0.03% 269
2025
Q2 		$202K Hold
1,600
– – 0.03% 269
2025
Q1 		$205K Buy
1,600
+1
+0.1% +$136 0.03% 260
2024
Q4 		$211K Sell
1,599
-21
-1% -$2.95K 0.03% 250
2024
Q3 		$236K Sell
1,620
-229
-12% -$33.1K 0.03% 232
2024
Q2 		$254K Hold
1,849
– – 0.03% 237
2024
Q1 		$254K Sell
1,849
-991
-35% -$135K 0.03% 234
2023
Q4 		$386K Sell
2,840
-610
-18% -$74.4K 0.06% 181
2023
Q3 		$422K Buy
3,450
+8
+0.2% +$1.02K 0.07% 169
2023
Q2 		$437K Buy
3,442
+759
+28% +$98.6K 0.07% 173
2023
Q1 		$346K Sell
2,683
-1,267
-32% -$166K 0.06% 178
2022
Q4 		$519K Buy
3,950
+1,322
+50% +$171K 0.1% 147
2022
Q3 		$307K Buy
+2,628
New +$326K 0.06% 180
2018
Q4 		– Sell
-2,926
Closed -$357K – 149
2018
Q3 		$357K Buy
2,926
+1,000
+52% +$118K 0.16% 123
2018
Q2 		$212K Buy
+1,926
New +$206K 0.1% 147
2017
Q4 		– Sell
-2,148
Closed -$239K – 141
2017
Q3 		$239K Buy
+2,148
New +$230K 0.13% 123

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cahill Financial Advisors's IBB Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Biotechnology ETF (IBB) stake by 4.1% in Q2 2026, selling an estimated $9.97K and leaving 1,370 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #267.

Cahill Financial Advisors first reported a position in IBB in Q3 2017 and has held it in 19 quarters since. The position peaked at $519K in Q4 2022. 731 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Cahill Financial Advisors held 1,370 shares of iShares Biotechnology ETF worth $261K as of Q2 2026.
  • Cahill Financial Advisors sold 58 iShares Biotechnology ETF shares in Q2 2026, an estimated $9.97K.
  • iShares Biotechnology ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #267 holding.
  • Cahill Financial Advisors first reported a position in iShares Biotechnology ETF in Q3 2017 and has held it in 19 quarters since.
  • Cahill Financial Advisors's iShares Biotechnology ETF position peaked at $519K in Q4 2022.
  • 731 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.