Financial Gravity Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Financial Gravity Asset Management’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	$39K	Buy	231 +1	+0.4%	+$171	0.01%	337
2025 Q4	$38.8K	Hold	230	–	–	0.01%	277
2025 Q3	$33.2K	Buy	+230	New	+$31.4K	0.01%	347
2025 Q1	$30.2K	Buy	+236	New	+$32K	0.01%	406
2024 Q2	–	Sell	-7	Closed	-$929	–	1600
2024 Q1	$929	Buy	+7	New	+$956	﹤0.01%	749
2023 Q4	–	Hold	0	–	–	–	1272
2019 Q4	–	Sell	-7	Closed	-$1K	–	1536
2019 Q3	$1K	Buy	7 +1	+17%	+$105	﹤0.01%	1040
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	1061
2019 Q1	$1K	Buy	+6	New	+$658	﹤0.01%	1115
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	969
2018 Q2	$2K	Sell	17 -137	-89%	-$14.7K	﹤0.01%	996
2018 Q1	$16K	Buy	+154	New	+$17.1K	0.02%	525

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's IBB Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares Biotechnology ETF (IBB) stake by 0.43% in Q1 2026, buying an estimated $171 and bringing the position to 231 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #337.

Financial Gravity Asset Management first reported a position in IBB in Q1 2018 and has held it in 11 quarters since. 923 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Financial Gravity Asset Management held 231 shares of iShares Biotechnology ETF worth $39K as of Q1 2026.
Financial Gravity Asset Management bought 1 iShares Biotechnology ETF share in Q1 2026, an estimated $171.
iShares Biotechnology ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #337 holding.
Financial Gravity Asset Management first reported a position in iShares Biotechnology ETF in Q1 2018 and has held it in 11 quarters since.
923 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.