CBIZ Investment Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

CBIZ Investment Advisory Services’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	$19.2K	Hold	114	–	–	﹤0.01%	127
2026 Q1	$19.2K	Hold	114	–	–	﹤0.01%	127
2025 Q4	$19.2K	Buy	114 +1	+0.9%	+$162	﹤0.01%	273
2025 Q3	$16.4K	Hold	113	–	–	﹤0.01%	276
2025 Q2	$14.3K	Hold	113	–	–	﹤0.01%	304
2025 Q1	$14.5K	Hold	113	–	–	﹤0.01%	274
2024 Q4	$15K	Hold	113	–	–	﹤0.01%	248
2024 Q3	$16.5K	Sell	113 -691	-86%	-$100K	﹤0.01%	222
2024 Q2	$110K	Hold	804	–	–	0.01%	66
2024 Q1	$110K	Buy	+804	New	+$110K	0.01%	66
2021 Q3	–	Hold	0	–	–	–	46
2021 Q2	–	Hold	0	–	–	–	46
2021 Q1	–	Hold	0	–	–	–	43
2020 Q4	–	Hold	0	–	–	–	42
2020 Q3	–	Hold	0	–	–	–	45
2020 Q2	–	Hold	0	–	–	–	47
2020 Q1	–	Hold	0	–	–	–	54
2019 Q4	–	Hold	0	–	–	–	59

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

CBIZ Investment Advisory Services's IBB Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 114 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

CBIZ Investment Advisory Services first reported a position in IBB in Q1 2024 and has held it in 10 quarters since. The position peaked at $110K in Q2 2024. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

CBIZ Investment Advisory Services held 114 shares of iShares Biotechnology ETF worth $19.2K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #127 holding.
CBIZ Investment Advisory Services first reported a position in iShares Biotechnology ETF in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's iShares Biotechnology ETF position peaked at $110K in Q2 2024.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.