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Financial Services Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Financial Services Advisory’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 		$1.91M Buy
+10,052
New +$1.73M 0.48% 36
2020
Q3 		– Sell
-2,679
Closed -$366K – 22
2020
Q2 		$366K Buy
+2,679
New +$342K 0.19% 22

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 Services Advisory's IBB Position: Q2 2026 in Review

Financial Services Advisory opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 10,052 shares worth $1.91M. The stake represents 0.48% of the portfolio and ranks #36 among its holdings. This is a return to the name: Financial Services Advisory previously reported a position in IBB as recently as Q2 2020.

Financial Services Advisory first reported a position in IBB in Q2 2020 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Financial Services Advisory held 10,052 shares of iShares Biotechnology ETF worth $1.91M as of Q2 2026.
  • iShares Biotechnology ETF was a new Financial Services Advisory position in Q2 2026.
  • iShares Biotechnology ETF made up 0.48% of Financial Services Advisory's portfolio in Q2 2026, its #36 holding.
  • Financial Services Advisory first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.