FP
IBB icon

Financial Perspectives’s iShares Biotechnology ETF IBB Stock Holding History

Financial Perspectives’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 		$133K Hold
700
– – 0.03% 217
2026
Q1 		$118K Hold
700
– – 0.03% 217
2025
Q4 		$118K Sell
700
-42
-6% -$6.82K 0.03% 214
2025
Q3 		$107K Buy
742
+20
+3% +$2.73K 0.03% 226
2025
Q2 		$91.4K Buy
722
+203
+39% +$24.9K 0.03% 234
2025
Q1 		$66.4K Hold
519
– – 0.02% 262
2024
Q4 		$68.6K Hold
519
– – 0.02% 266
2024
Q3 		$75.6K Hold
519
– – 0.03% 247
2024
Q2 		$71.2K Hold
519
– – 0.03% 235
2024
Q1 		$71.2K Buy
519
+98
+23% +$13.4K 0.03% 243
2023
Q4 		$57.2K Buy
421
+57
+16% +$6.96K 0.02% 258
2023
Q3 		$44.5K Buy
364
+31
+9% +$3.94K 0.02% 271
2023
Q2 		$42.3K Buy
333
+15
+5% +$1.95K 0.02% 278
2023
Q1 		$41.1K Hold
318
– – 0.02% 274
2022
Q4 		$41.8K Hold
318
– – 0.02% 270
2022
Q3 		$37.2K Hold
318
– – 0.02% 268
2022
Q2 		$37.4K Hold
318
– – 0.02% 266
2022
Q1 		$41.4K Buy
318
+68
+27% +$8.86K 0.02% 270
2021
Q4 		$38.2K Hold
250
– – 0.02% 272
2021
Q3 		$40.4K Hold
250
– – 0.02% 260
2021
Q2 		$40.9K Sell
250
-17,366
-99% -$2.67M 0.02% 280
2021
Q1 		$117K Buy
17,616
+17,602
+125,729% +$2.8M 0.01% 461
2020
Q4 		$2.12K Buy
+14
New +$2K ﹤0.01% 537

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

Financial Perspectives's IBB Position: Q2 2026 in Review

Financial Perspectives held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 700 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #217.

Financial Perspectives first reported a position in IBB in Q4 2020 and has held it in 23 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Financial Perspectives held 700 shares of iShares Biotechnology ETF worth $133K as of Q2 2026.
  • Financial Perspectives left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #217 holding.
  • Financial Perspectives first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 23 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.