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Financial Solutions Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Financial Solutions Advisory Group’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 		$401K Hold
2,031
– – 0.05% 127
2026
Q1 		$343K Buy
+2,031
New +$347K 0.05% 126

Other funds holding IBB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Financial Solutions Advisory Group's IBB Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,031 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #127.

Financial Solutions Advisory Group first reported a position in IBB in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Financial Solutions Advisory Group held 2,031 shares of iShares Biotechnology ETF worth $401K as of Q2 2026.
  • Financial Solutions Advisory Group left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.05% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #127 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Biotechnology ETF in Q1 2026 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.