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Dynamic Advisor Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Dynamic Advisor Solutions’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 		$582K Sell
3,058
-86
-3% -$14.8K 0.02% 640
2026
Q1 		$531K Buy
3,144
+551
+21% +$94.2K 0.02% 635
2025
Q4 		$438K Sell
2,593
-347
-12% -$56.4K 0.01% 660
2025
Q3 		$424K Sell
2,940
-42
-1% -$5.73K 0.01% 680
2025
Q2 		$377K Sell
2,982
-2,680
-47% -$329K 0.01% 674
2025
Q1 		$724K Buy
5,662
+155
+3% +$21K 0.02% 494
2024
Q4 		$728K Buy
5,507
+1,600
+41% +$225K 0.03% 372
2024
Q3 		$569K Sell
3,907
-867
-18% -$125K 0.02% 589
2024
Q2 		$655K Sell
4,774
-228
-5% -$30.4K 0.02% 560
2024
Q1 		$686K Sell
5,002
-746
-13% -$102K 0.02% 525
2023
Q4 		$782K Buy
5,748
+528
+10% +$64.4K 0.03% 471
2023
Q3 		$638K Sell
5,220
-382
-7% -$48.6K 0.03% 457
2023
Q2 		$711K Buy
5,602
+574
+11% +$74.6K 0.04% 420
2023
Q1 		$649K Buy
5,028
+185
+4% +$24.2K 0.04% 411
2022
Q4 		$636K Buy
4,843
+63
+1% +$8.14K 0.04% 381
2022
Q3 		$559K Sell
4,780
-942
-16% -$117K 0.04% 371
2022
Q2 		$673K Buy
5,722
+746
+15% +$88.6K 0.05% 327
2022
Q1 		$648K Buy
4,976
+1,275
+34% +$166K 0.05% 374
2021
Q4 		$565K Sell
3,701
-1,292
-26% -$200K 0.04% 396
2021
Q3 		$807K Sell
4,993
-437
-8% -$73.5K 0.06% 332
2021
Q2 		$889K Buy
5,430
+433
+9% +$66.7K 0.07% 301
2021
Q1 		$752K Sell
4,997
-34
-0.7% -$5.4K 0.07% 292
2020
Q4 		$762K Sell
5,031
-164
-3% -$23.4K 0.07% 286
2020
Q3 		$703K Buy
5,195
+2,246
+76% +$305K 0.08% 257
2020
Q2 		$403K Buy
+2,949
New +$376K 0.05% 323
2020
Q1 		– Sell
-1,859
Closed -$224K – 542
2019
Q4 		$224K Buy
+1,859
New +$207K 0.03% 477
2019
Q3 		– Sell
-2,298
Closed -$251K – 561
2019
Q2 		$251K Buy
+2,298
New +$244K 0.04% 407
2018
Q4 		– Sell
-9,721
Closed -$1.19M – 424
2018
Q3 		$1.19M Buy
+9,721
New +$1.14M 0.25% 119
2016
Q1 		– Sell
-5,316
Closed -$599K – 204
2015
Q4 		$599K Buy
5,316
+654
+14% +$71K 0.25% 107
2015
Q3 		$471K Buy
+4,662
New +$559K 0.24% 103
2015
Q2 		– Sell
-5,928
Closed -$679K – 170
2015
Q1 		$679K Buy
5,928
+171
+3% +$18.9K 0.34% 85
2014
Q4 		$582K Buy
5,757
+1,980
+52% +$192K 0.31% 93
2014
Q3 		$345K Buy
3,777
+453
+14% +$39.8K 0.19% 137
2014
Q2 		$285K Sell
3,324
-390
-11% -$30.7K 0.17% 157
2014
Q1 		$293K Buy
3,714
+270
+8% +$22.5K 0.2% 153
2013
Q4 		$261K Buy
+3,444
New +$244K 0.19% 164

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Dynamic Advisor Solutions's IBB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Biotechnology ETF (IBB) stake by 2.7% in Q2 2026, selling an estimated $14.8K and leaving 3,058 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #640.

Dynamic Advisor Solutions first reported a position in IBB in Q4 2013 and has held it in 36 quarters since. The position peaked at $1.19M in Q3 2018. 158 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Dynamic Advisor Solutions held 3,058 shares of iShares Biotechnology ETF worth $582K as of Q2 2026.
  • Dynamic Advisor Solutions sold 86 iShares Biotechnology ETF shares in Q2 2026, an estimated $14.8K.
  • iShares Biotechnology ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #640 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Biotechnology ETF in Q4 2013 and has held it in 36 quarters since.
  • Dynamic Advisor Solutions's iShares Biotechnology ETF position peaked at $1.19M in Q3 2018.
  • 158 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.