Financial Gravity Companies’s iShares Biotechnology ETF IBB Stock Holding History

Financial Gravity Companies’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	$43.9K	Buy	+231	New	+$39.7K	0.01%	328
2025 Q2	$29.2K	Buy	+231	New	+$28.4K	0.01%	384
2024 Q4	$793	Buy	6 +2	+50%	+$281	﹤0.01%	829
2024 Q3	$582	Buy	+4	New	+$579	﹤0.01%	577
2018 Q4	$1K	Buy	+6	New	+$637	﹤0.01%	1109
2018 Q1	$16K	Buy	154 +4	+3%	+$443	0.02%	525
2017 Q4	$17K	Buy	+150	New	+$16K	0.02%	501

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Financial Gravity Companies's IBB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 231 shares worth $43.9K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBB as recently as Q2 2025.

Financial Gravity Companies first reported a position in IBB in Q4 2017 and has held it in 7 quarters since. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Financial Gravity Companies held 231 shares of iShares Biotechnology ETF worth $43.9K as of Q2 2026.
iShares Biotechnology ETF was a new Financial Gravity Companies position in Q2 2026.
iShares Biotechnology ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #328 holding.
Financial Gravity Companies first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 7 quarters since.
960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.