EFG
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Elm3 Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Elm3 Financial Group’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 		$253K Buy
+1,330
New +$229K 0.17% 118

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

Elm3 Financial Group's IBB Position: Q2 2026 in Review

Elm3 Financial Group opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,330 shares worth $253K. The stake represents 0.17% of the portfolio and ranks #118 among its holdings.

954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Elm3 Financial Group held 1,330 shares of iShares Biotechnology ETF worth $253K as of Q2 2026.
  • iShares Biotechnology ETF was a new Elm3 Financial Group position in Q2 2026.
  • iShares Biotechnology ETF made up 0.17% of Elm3 Financial Group's portfolio in Q2 2026, its #118 holding.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.