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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
Q3 		$410K Buy
1,949
+619
+47% +$124K 0.27% 93
2026
Q2 		$253K Buy
+1,330
New +$229K 0.17% 118

Other funds holding IBB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Elm3 Financial Group's IBB Position: Q3 2026 in Review

Elm3 Financial Group increased its iShares Biotechnology ETF (IBB) stake by 47% in Q3 2026, buying an estimated $124K and bringing the position to 1,949 shares worth $410K. The position accounts for 0.27% of the portfolio, ranked #93.

Elm3 Financial Group first reported a position in IBB in Q2 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Elm3 Financial Group held 1,949 shares of iShares Biotechnology ETF worth $410K as of Q3 2026.
  • Elm3 Financial Group bought 619 iShares Biotechnology ETF shares in Q3 2026, an estimated $124K.
  • iShares Biotechnology ETF made up 0.27% of Elm3 Financial Group's portfolio in Q3 2026, its #93 holding.
  • Elm3 Financial Group first reported a position in iShares Biotechnology ETF in Q2 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.