Chancellor Financial Group WB’s iShares Biotechnology ETF IBB Stock Holding History

Chancellor Financial Group WB’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	$439K	Buy	2,599 +1	+0%	+$171	0.31%	65
2025 Q4	$439K	Hold	2,598	–	–	0.3%	64
2025 Q3	$375K	Buy	2,598 +1	+0%	+$136	0.26%	77
2025 Q2	$329K	Hold	2,597	–	–	0.25%	83
2025 Q1	$332K	Buy	2,597 +1	+0%	+$136	0.27%	76
2024 Q4	$343K	Buy	+2,596	New	+$365K	0.28%	73

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

Chancellor Financial Group WB's IBB Position: Q1 2026 in Review

Chancellor Financial Group WB increased its iShares Biotechnology ETF (IBB) stake by 0.04% in Q1 2026, buying an estimated $171 and bringing the position to 2,599 shares worth $439K. The position accounts for 0.31% of the portfolio, ranked #65.

Chancellor Financial Group WB first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Chancellor Financial Group WB held 2,599 shares of iShares Biotechnology ETF worth $439K as of Q1 2026.
Chancellor Financial Group WB bought 1 iShares Biotechnology ETF share in Q1 2026, an estimated $171.
iShares Biotechnology ETF made up 0.31% of Chancellor Financial Group WB's portfolio in Q1 2026, its #65 holding.
Chancellor Financial Group WB first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.