Dale Q Rice Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Dale Q Rice Investment Management’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	$381K	Sell	2,003 -334	-14%	-$57.4K	0.21%	48
2026 Q1	$395K	Sell	2,337 -33	-1%	-$5.64K	0.3%	47
2025 Q4	$400K	Sell	2,370 -88	-4%	-$14.3K	0.29%	48
2025 Q3	$374K	Sell	2,458 -50	-2%	-$6.83K	0.26%	49
2025 Q2	$329K	Sell	2,508 -3,285	-57%	-$403K	0.27%	50
2025 Q1	$741K	Sell	5,793 -106	-2%	-$14.4K	0.38%	40
2024 Q4	$780K	Buy	+5,899	New	+$829K	0.34%	39

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dale Q Rice Investment Management's IBB Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its iShares Biotechnology ETF (IBB) stake by 14% in Q2 2026, selling an estimated $57.4K and leaving 2,003 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #48.

Dale Q Rice Investment Management first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $780K in Q4 2024. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Dale Q Rice Investment Management held 2,003 shares of iShares Biotechnology ETF worth $381K as of Q2 2026.
Dale Q Rice Investment Management sold 334 iShares Biotechnology ETF shares in Q2 2026, an estimated $57.4K.
iShares Biotechnology ETF made up 0.21% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #48 holding.
Dale Q Rice Investment Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's iShares Biotechnology ETF position peaked at $780K in Q4 2024.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.