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DHJJ Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

DHJJ Financial Advisors’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 		$6.66K Hold
35
– – ﹤0.01% 646
2026
Q1 		$5.91K Hold
35
– – ﹤0.01% 643
2025
Q4 		$5.91K Hold
35
– – ﹤0.01% 609
2025
Q3 		$5.05K Hold
35
– – ﹤0.01% 615
2025
Q2 		$4.43K Hold
35
– – ﹤0.01% 618
2025
Q1 		$4.48K Hold
35
– – ﹤0.01% 578
2024
Q4 		$4.63K Hold
35
– – ﹤0.01% 559
2024
Q3 		$5.1K Hold
35
– – ﹤0.01% 544
2024
Q2 		$4.8K Hold
35
– – ﹤0.01% 510
2024
Q1 		$4.8K Hold
35
– – ﹤0.01% 503
2023
Q4 		$4.75K Hold
35
– – ﹤0.01% 494
2023
Q3 		$4.28K Buy
+35
New +$4.45K ﹤0.01% 501

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

DHJJ Financial Advisors's IBB Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 35 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

DHJJ Financial Advisors first reported a position in IBB in Q3 2023 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • DHJJ Financial Advisors held 35 shares of iShares Biotechnology ETF worth $6.66K as of Q2 2026.
  • DHJJ Financial Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #646 holding.
  • DHJJ Financial Advisors first reported a position in iShares Biotechnology ETF in Q3 2023 and has held it in 12 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.