CI
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CX Institutional’s iShares Biotechnology ETF IBB Stock Holding History

CX 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
Q3 		$431K Sell
2,046
-34
-2% -$6.82K 0.01% 513
2026
Q2 		$396K Sell
2,080
-111
-5% -$19.1K 0.01% 531
2026
Q1 		$370K Sell
2,191
-130
-6% -$22.2K 0.01% 534
2025
Q4 		$392K Sell
2,321
-74
-3% -$12K 0.01% 490
2025
Q3 		$346K Sell
2,395
-348
-13% -$47.5K 0.01% 529
2025
Q2 		$347K Buy
2,743
+2,490
+984% +$306K 0.01% 464
2025
Q1 		$32K Buy
+253
New +$34.3K ﹤0.01% 897
2024
Q3 		– Sell
-2,856
Closed -$392K – 571
2024
Q2 		$392K Buy
2,856
+21
+0.7% +$2.8K 0.02% 400
2024
Q1 		$389K Sell
2,835
-55
-2% -$7.51K 0.02% 402
2023
Q4 		$393K Buy
+2,890
New +$353K 0.02% 358
2023
Q3 		– Sell
-6,756
Closed -$858K – 511
2023
Q2 		$858K Buy
6,756
+263
+4% +$34.2K 0.04% 293
2023
Q1 		$843K Sell
6,493
-28,114
-81% -$3.68M 0.04% 298
2022
Q4 		$4.54M Buy
34,607
+7,938
+30% +$1.03M 0.28% 95
2022
Q3 		$3.12M Buy
26,669
+26,563
+25,059% +$3.3M 0.22% 113
2022
Q2 		$12K Buy
+106
New +$12.6K ﹤0.01% 921
2021
Q4 		– Sell
-10
Closed -$2K – 604
2021
Q3 		$2K Hold
10
– – ﹤0.01% 908
2021
Q2 		$2K Hold
10
– – ﹤0.01% 904
2021
Q1 		$2K Hold
10
– – ﹤0.01% 828
2020
Q4 		$2K Hold
10
– – ﹤0.01% 817
2020
Q3 		$1K Hold
10
– – ﹤0.01% 845
2020
Q2 		$1K Sell
10
-15
-60% -$1.91K ﹤0.01% 804
2020
Q1 		$3K Sell
25
-10
-29% -$1.15K ﹤0.01% 615
2019
Q4 		$4K Hold
35
– – ﹤0.01% 587
2019
Q3 		$3K Sell
35
-28
-44% -$2.93K ﹤0.01% 672
2019
Q2 		$7K Sell
63
-11,091
-99% -$1.18M ﹤0.01% 550
2019
Q1 		$1.25M Buy
+11,154
New +$1.22M 0.22% 115
2018
Q4 		– Sell
-6,032
Closed -$736K – 544
2018
Q3 		$736K Buy
+6,032
New +$710K 0.24% 90

Other funds holding IBB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional's IBB Position: Q3 2026 in Review

CX Institutional reduced its iShares Biotechnology ETF (IBB) stake by 1.6% in Q3 2026, selling an estimated $6.82K and leaving 2,046 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #513.

CX Institutional first reported a position in IBB in Q3 2018 and has held it in 27 quarters since. The position peaked at $4.54M in Q4 2022. 45 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • CX Institutional held 2,046 shares of iShares Biotechnology ETF worth $431K as of Q3 2026.
  • CX Institutional sold 34 iShares Biotechnology ETF shares in Q3 2026, an estimated $6.82K.
  • iShares Biotechnology ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #513 holding.
  • CX Institutional first reported a position in iShares Biotechnology ETF in Q3 2018 and has held it in 27 quarters since.
  • CX Institutional's iShares Biotechnology ETF position peaked at $4.54M in Q4 2022.
  • 45 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.