EFS
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Essex Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Essex Financial Services’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 		$1.06M Sell
6,285
-27
-0.4% -$4.62K 0.06% 274
2025
Q4 		$1.07M Buy
6,312
+6
+0.1% +$975 0.06% 263
2025
Q3 		$910K Sell
6,306
-398
-6% -$54.3K 0.05% 293
2025
Q2 		$848K Hold
6,704
– – 0.06% 293
2025
Q1 		$857K Sell
6,704
-254
-4% -$34.4K 0.06% 259
2024
Q4 		$920K Sell
6,958
-15
-0.2% -$2.11K 0.07% 250
2024
Q3 		$1M Sell
6,973
-1,218
-15% -$176K 0.07% 241
2024
Q2 		$1.16M Buy
8,191
+1,146
+16% +$153K 0.09% 208
2024
Q1 		$967K Buy
7,045
+580
+9% +$79.2K 0.09% 213
2023
Q4 		$878K Sell
6,465
-435
-6% -$53.1K 0.09% 214
2023
Q3 		$844K Hold
6,900
– – 0.1% 197
2023
Q2 		$876K Sell
6,900
-25
-0.4% -$3.25K 0.1% 194
2023
Q1 		$894K Sell
6,925
-168
-2% -$22K 0.09% 196
2022
Q4 		$931K Sell
7,093
-144
-2% -$18.6K 0.1% 188
2022
Q3 		$846K Sell
7,237
-120
-2% -$14.9K 0.1% 183
2022
Q2 		$865K Sell
7,357
-835
-10% -$99.1K 0.1% 198
2022
Q1 		$1.07M Buy
8,192
+72
+0.9% +$9.38K 0.1% 193
2021
Q4 		$1.24M Buy
8,120
+360
+5% +$55.7K 0.12% 169
2021
Q3 		$1.25M Buy
7,760
+1,175
+18% +$198K 0.14% 155
2021
Q2 		$991K Hold
6,585
– – 0.14% 151
2021
Q1 		$991K Buy
6,585
+362
+6% +$57.5K 0.18% 129
2020
Q4 		$943K Buy
6,223
+1,541
+33% +$220K 0.19% 119
2020
Q3 		$634K Buy
4,682
+980
+26% +$133K 0.16% 130
2020
Q2 		$506K Buy
3,702
+190
+5% +$24.2K 0.16% 130
2020
Q1 		$378K Buy
3,512
+1,349
+62% +$155K 0.13% 151
2019
Q4 		$261K Buy
+2,163
New +$241K 0.07% 227
2018
Q2 		– Sell
-6,141
Closed -$656K – 305
2018
Q1 		$656K Buy
+6,141
New +$681K 0.13% 165
2017
Q3 		– Sell
-3,159
Closed -$327K – 303
2017
Q2 		$327K Buy
3,159
+474
+18% +$46.7K 0.07% 256
2017
Q1 		$262K Sell
2,685
-78
-3% -$7.47K 0.06% 270
2016
Q4 		$244K Buy
2,763
+459
+20% +$41.8K 0.05% 273
2016
Q3 		$222K Buy
+2,304
New +$219K 0.05% 274
2016
Q2 		– Sell
-5,439
Closed -$473K – 310
2016
Q1 		$473K Sell
5,439
-3,357
-38% -$300K 0.12% 176
2015
Q4 		$992K Sell
8,796
-270
-3% -$29.3K 0.24% 104
2015
Q3 		$917K Sell
9,066
-195
-2% -$23.4K 0.24% 102
2015
Q2 		$1.14M Buy
9,261
+615
+7% +$73.6K 0.29% 85
2015
Q1 		$990K Buy
8,646
+1,215
+16% +$134K 0.25% 103
2014
Q4 		$751K Buy
7,431
+780
+12% +$75.8K 0.2% 127
2014
Q3 		$607K Buy
6,651
+1,467
+28% +$129K 0.18% 139
2014
Q2 		$444K Buy
5,184
+285
+6% +$22.5K 0.13% 176
2014
Q1 		$386K Buy
+4,899
New +$408K 0.13% 179

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

Essex Financial Services's IBB Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Biotechnology ETF (IBB) stake by 0.43% in Q1 2026, selling an estimated $4.62K and leaving 6,285 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #274.

Essex Financial Services first reported a position in IBB in Q1 2014 and has held it in 40 quarters since. The position peaked at $1.25M in Q3 2021. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Essex Financial Services held 6,285 shares of iShares Biotechnology ETF worth $1.06M as of Q1 2026.
  • Essex Financial Services sold 27 iShares Biotechnology ETF shares in Q1 2026, an estimated $4.62K.
  • iShares Biotechnology ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #274 holding.
  • Essex Financial Services first reported a position in iShares Biotechnology ETF in Q1 2014 and has held it in 40 quarters since.
  • Essex Financial Services's iShares Biotechnology ETF position peaked at $1.25M in Q3 2021.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.