Clarus Wealth Advisors
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Clarus Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Clarus Wealth 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
Q3 		$2.43M Buy
+11,763
New +$2.36M 0.88% 38
2025
Q2 		– Sell
-10,831
Closed -$1.28M – 91
2025
Q1 		$1.28M Sell
10,831
-552
-5% -$74.8K 0.69% 38
2024
Q4 		$1.53M Buy
11,383
+161
+1% +$22.6K 0.76% 39
2024
Q3 		$1.6M Sell
11,222
-121
-1% -$17.5K 0.81% 37
2024
Q2 		$1.59M Buy
11,343
+419
+4% +$55.9K 0.85% 32
2024
Q1 		$1.44M Buy
10,924
+529
+5% +$72.2K 0.82% 34
2023
Q4 		$1.4M Buy
+10,395
New +$1.27M 0.83% 33
2023
Q2 		$1.21M Buy
9,744
+1,047
+12% +$136K 0.74% 35
2023
Q1 		$1.14M Buy
+8,697
New +$1.14M 0.72% 35
2022
Q1 		– Sell
-8,046
Closed -$1.14M – 118
2021
Q4 		$1.14M Buy
8,046
+1,074
+15% +$166K 0.66% 34
2021
Q3 		$1.09M Buy
6,972
+442
+7% +$74.4K 0.67% 34
2021
Q2 		$1.06M Buy
6,530
+385
+6% +$59.3K 0.66% 34
2021
Q1 		$914K Sell
6,145
-155
-2% -$24.6K 0.57% 36
2020
Q4 		$995K Buy
6,300
+170
+3% +$24.3K 0.66% 32
2020
Q3 		$845K Buy
6,130
+57
+0.9% +$7.73K 0.65% 33
2020
Q2 		$851K Sell
6,073
-519
-8% -$66.2K 0.72% 31
2020
Q1 		$700K Buy
6,592
+347
+6% +$40K 0.7% 36
2019
Q4 		$756K Buy
+6,245
New +$697K 0.5% 52
2019
Q3 		– Sell
-1,368
Closed -$149K – 325
2019
Q2 		$149K Sell
1,368
-3,856
-74% -$410K 0.11% 143
2019
Q1 		$584K Buy
5,224
+4,984
+2,077% +$547K 0.44% 32
2018
Q4 		$23K Sell
240
-12,682
-98% -$1.35M 0.04% 380
2018
Q3 		$1.58M Buy
12,922
+526
+4% +$61.9K 1.03% 13
2018
Q2 		$1.32M Hold
12,396
– – 1% 12
2018
Q1 		$1.32M Buy
12,396
+4,094
+49% +$454K 1.22% 12
2017
Q4 		$886K Buy
+8,302
New +$887K 0.85% 19

Other funds holding IBB

Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clarus Wealth Advisors's IBB Position: Q3 2026 in Review

Clarus Wealth Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q3 2026: 11,763 shares worth $2.43M. The stake represents 0.88% of the portfolio and ranks #38 among its holdings. This is a return to the name: Clarus Wealth Advisors previously reported a position in IBB as recently as Q1 2025.

Clarus Wealth Advisors first reported a position in IBB in Q4 2017 and has held it in 25 quarters since. 265 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Clarus Wealth Advisors held 11,763 shares of iShares Biotechnology ETF worth $2.43M as of Q3 2026.
  • iShares Biotechnology ETF was a new Clarus Wealth Advisors position in Q3 2026.
  • iShares Biotechnology ETF made up 0.88% of Clarus Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Clarus Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 25 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.