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Finley Financial’s iShares Biotechnology ETF IBB Stock Holding History

Finley Financial’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 		$128K Hold
675
– – 0.05% 79
2026
Q1 		$114K Hold
675
– – 0.05% 78
2025
Q4 		$114K Hold
675
– – 0.05% 78
2025
Q3 		$97.5K Hold
675
– – 0.05% 89
2025
Q2 		$85.4K Hold
675
– – 0.04% 91
2025
Q1 		$84.2K Hold
675
– – 0.05% 87
2024
Q4 		$90.1K Buy
+675
New +$94.9K 0.05% 87

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Finley Financial's IBB Position: Q2 2026 in Review

Finley Financial held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 675 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #79.

Finley Financial first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Finley Financial held 675 shares of iShares Biotechnology ETF worth $128K as of Q2 2026.
  • Finley Financial left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.05% of Finley Financial's portfolio in Q2 2026, its #79 holding.
  • Finley Financial first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.