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Comprehensive Financial Consultants Institutional’s iShares Biotechnology ETF IBB Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$300K Sell
1,576
-105
-6% -$18K 0.08% 173
2026
Q1 		$284K Hold
1,681
– – 0.08% 166
2025
Q4 		$284K Sell
1,681
-76
-4% -$12.3K 0.09% 163
2025
Q3 		$254K Sell
1,757
-175
-9% -$23.9K 0.08% 170
2025
Q2 		$244K Hold
1,932
– – 0.08% 170
2025
Q1 		$247K Sell
1,932
-971
-33% -$132K 0.09% 160
2024
Q4 		$384K Sell
2,903
-1,030
-26% -$145K 0.14% 132
2024
Q3 		$573K Sell
3,933
-255
-6% -$36.9K 0.21% 114
2024
Q2 		$575K Sell
4,188
-5
-0.1% -$667 0.23% 111
2024
Q1 		$575K Hold
4,193
– – 0.24% 113
2023
Q4 		$570K Hold
4,193
– – 0.26% 108
2023
Q3 		$513K Hold
4,193
– – 0.27% 109
2023
Q2 		$542K Buy
4,193
+100
+2% +$13K 0.29% 106
2023
Q1 		$529K Buy
4,093
+30
+0.7% +$3.93K 0.3% 105
2022
Q4 		$549K Buy
4,063
+9
+0.2% +$1.16K 0.33% 106
2022
Q3 		$496K Sell
4,054
-272
-6% -$33.8K 0.33% 104
2022
Q2 		$534K Sell
4,326
-65
-1% -$7.72K 0.38% 101
2022
Q1 		$497K Buy
4,391
+400
+10% +$52.1K 0.35% 102
2021
Q4 		$504K Buy
+3,991
New +$618K 0.32% 96

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IBB Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares Biotechnology ETF (IBB) stake by 6.2% in Q2 2026, selling an estimated $18K and leaving 1,576 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #173.

Comprehensive Financial Consultants Institutional first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $575K in Q1 2024. 158 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,576 shares of iShares Biotechnology ETF worth $300K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 105 iShares Biotechnology ETF shares in Q2 2026, an estimated $18K.
  • iShares Biotechnology ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #173 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's iShares Biotechnology ETF position peaked at $575K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.