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Dover Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Dover 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
Q1 		$357K Sell
2,117
-56
-3% -$9.58K 0.15% 122
2025
Q4 		$367K Sell
2,173
-28
-1% -$4.55K 0.14% 125
2025
Q3 		$318K Sell
2,201
-21
-0.9% -$2.87K 0.13% 130
2025
Q2 		$281K Sell
2,222
-39
-2% -$4.79K 0.12% 140
2025
Q1 		$289K Sell
2,261
-357
-14% -$48.4K 0.13% 138
2024
Q4 		$346K Hold
2,618
– – 0.2% 99
2024
Q3 		$381K Hold
2,618
– – 0.22% 99
2024
Q2 		$359K Sell
2,618
-168
-6% -$22.4K 0.22% 98
2024
Q1 		$382K Buy
+2,786
New +$380K 0.26% 89
2023
Q4 		– Sell
-2,531
Closed -$310K – 89
2023
Q3 		$310K Hold
2,531
– – 0.31% 85
2023
Q2 		$321K Hold
2,531
– – 0.29% 81
2023
Q1 		$327K Hold
2,531
– – 0.31% 79
2022
Q4 		$332K Buy
+2,531
New +$327K 0.36% 75

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dover Advisors's IBB Position: Q1 2026 in Review

Dover Advisors reduced its iShares Biotechnology ETF (IBB) stake by 2.6% in Q1 2026, selling an estimated $9.58K and leaving 2,117 shares worth $357K. The position accounts for 0.15% of the portfolio, ranked #122.

Dover Advisors first reported a position in IBB in Q4 2022 and has held it in 13 quarters since. The position peaked at $382K in Q1 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Dover Advisors held 2,117 shares of iShares Biotechnology ETF worth $357K as of Q1 2026.
  • Dover Advisors sold 56 iShares Biotechnology ETF shares in Q1 2026, an estimated $9.58K.
  • iShares Biotechnology ETF made up 0.15% of Dover Advisors's portfolio in Q1 2026, its #122 holding.
  • Dover Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 13 quarters since.
  • Dover Advisors's iShares Biotechnology ETF position peaked at $382K in Q1 2024.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.