Creative Planning’s iShares Biotechnology ETF IBB Stock Holding History

Creative Planning’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
2016 Q4	–	Sell	-600	Closed	-$9K	–	4710
2016 Q3	$9K	Hold	600	–	–	﹤0.01%	3580
2016 Q2	$5K	Hold	600	–	–	﹤0.01%	3646
2016 Q1	$7K	Hold	600	–	–	﹤0.01%	3410
2015 Q4	$3K	Buy	+600	New	+$65.1K	﹤0.01%	3904
2015 Q2	–	Sell	-5,100	Closed	-$10K	–	1948
2015 Q1	$10K	Buy	+5,100	New	+$562K	﹤0.01%	3188

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

Creative Planning's IBB Position: Q1 2026 in Review

Creative Planning increased its iShares Biotechnology ETF (IBB) stake by 7.1% in Q1 2026, buying an estimated $824K and bringing the position to 72,434 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #602.

Creative Planning first reported a position in IBB in Q2 2013 and has held it in 52 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Creative Planning held 72,434 shares of iShares Biotechnology ETF worth $12.2M as of Q1 2026.
Creative Planning bought 4,816 iShares Biotechnology ETF shares in Q1 2026, an estimated $824K.
iShares Biotechnology ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #602 holding.
Creative Planning first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 52 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.