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

Fischer Financial Services’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 Q1	$3.4M	Sell	20,162 -159	-0.8%	-$27.2K	1.15%	25
2025 Q4	$3.43M	Sell	20,321 -149	-0.7%	-$24.2K	0.91%	28
2025 Q3	$2.96M	Sell	20,470 -456	-2%	-$62.2K	0.8%	30
2025 Q2	$2.65M	Sell	20,926 -682	-3%	-$83.7K	0.78%	30
2025 Q1	$2.76M	Buy	21,608 +125	+0.6%	+$16.9K	0.89%	31
2024 Q4	$2.84M	Buy	+21,483	New	+$3.02M	0.89%	29

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fischer Financial Services's IBB Position: Q1 2026 in Review

Fischer Financial Services reduced its iShares Biotechnology ETF (IBB) stake by 0.78% in Q1 2026, selling an estimated $27.2K and leaving 20,162 shares worth $3.4M. The position accounts for 1.15% of the portfolio, ranked #25.

Fischer Financial Services first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.43M in Q4 2025. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Fischer Financial Services held 20,162 shares of iShares Biotechnology ETF worth $3.4M as of Q1 2026.
Fischer Financial Services sold 159 iShares Biotechnology ETF shares in Q1 2026, an estimated $27.2K.
iShares Biotechnology ETF made up 1.15% of Fischer Financial Services's portfolio in Q1 2026, its #25 holding.
Fischer Financial Services first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's iShares Biotechnology ETF position peaked at $3.43M in Q4 2025.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.