Creative Planning
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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Creative Planning's IBB Position: Q2 2026 in Review

Creative Planning increased its iShares Biotechnology ETF (IBB) stake by 0.61% in Q2 2026, buying an estimated $76.3K and bringing the position to 72,878 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #674.

Creative Planning first reported a position in IBB in Q2 2013 and has held it in 53 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Creative Planning held 72,878 shares of iShares Biotechnology ETF worth $13.9M as of Q2 2026.
  • Creative Planning bought 444 iShares Biotechnology ETF shares in Q2 2026, an estimated $76.3K.
  • iShares Biotechnology ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #674 holding.
  • Creative Planning first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 53 quarters since.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.