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Gladstone Institutional Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Gladstone Institutional 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 		$5.25M Sell
27,582
-1,475
-5% -$254K 0.17% 129
2026
Q1 		$4.91M Sell
29,057
-41,971
-59% -$7.18M 0.18% 127
2025
Q4 		$12M Buy
71,028
+67,012
+1,669% +$10.9M 0.45% 46
2025
Q3 		$580K Buy
4,016
+107
+3% +$14.6K 0.02% 475
2025
Q2 		$495K Buy
3,909
+254
+7% +$31.2K 0.02% 496
2025
Q1 		$468K Sell
3,655
-216
-6% -$29.3K 0.02% 485
2024
Q4 		$512K Sell
3,871
-520
-12% -$73.1K 0.02% 468
2024
Q3 		$639K Sell
4,391
-977
-18% -$141K 0.03% 395
2024
Q2 		$737K Sell
5,368
-63
-1% -$8.41K 0.04% 352
2024
Q1 		$745K Sell
5,431
-885
-14% -$121K 0.04% 333
2023
Q4 		$858K Buy
6,316
+420
+7% +$51.2K 0.05% 315
2023
Q3 		$721K Buy
5,896
+49
+0.8% +$6.23K 0.05% 322
2023
Q2 		$742K Sell
5,847
-639
-10% -$83K 0.05% 328
2023
Q1 		$838K Sell
6,486
-388
-6% -$50.8K 0.05% 321
2022
Q4 		$903K Sell
6,874
-1,289
-16% -$167K 0.06% 294
2022
Q3 		$955K Sell
8,163
-359
-4% -$44.6K 0.07% 275
2022
Q2 		$1M Buy
8,522
+131
+2% +$15.6K 0.08% 271
2022
Q1 		$1.09M Sell
8,391
-4,879
-37% -$636K 0.07% 280
2021
Q4 		$2.02M Buy
13,270
+1,988
+18% +$308K 0.16% 174
2021
Q3 		$1.82M Sell
11,282
-222
-2% -$37.4K 0.18% 151
2021
Q2 		$1.88M Buy
11,504
+153
+1% +$23.6K 0.22% 112
2021
Q1 		$1.71M Buy
11,351
+5,641
+99% +$896K 0.27% 94
2020
Q4 		$865K Sell
5,710
-50
-0.9% -$7.15K 0.17% 116
2020
Q3 		$780K Buy
5,760
+340
+6% +$46.1K 0.19% 111
2020
Q2 		$741K Buy
5,420
+668
+14% +$85.2K 0.19% 104
2020
Q1 		$512K Buy
4,752
+1,749
+58% +$201K 0.13% 138
2019
Q4 		$362K Sell
3,003
-67
-2% -$7.47K 0.09% 171
2019
Q3 		$306K Sell
3,070
-1,681
-35% -$176K 0.08% 202
2019
Q2 		$518K Buy
4,751
+1,428
+43% +$152K 0.16% 131
2019
Q1 		$372K Buy
3,323
+269
+9% +$29.5K 0.14% 138
2018
Q4 		$294K Buy
+3,054
New +$324K 0.17% 129

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

Gladstone Institutional Advisory's IBB Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Biotechnology ETF (IBB) stake by 5.1% in Q2 2026, selling an estimated $254K and leaving 27,582 shares worth $5.25M. The position accounts for 0.17% of the portfolio, ranked #129.

Gladstone Institutional Advisory first reported a position in IBB in Q4 2018 and has held it in 31 quarters since. The position peaked at $12M in Q4 2025. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Gladstone Institutional Advisory held 27,582 shares of iShares Biotechnology ETF worth $5.25M as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,475 iShares Biotechnology ETF shares in Q2 2026, an estimated $254K.
  • iShares Biotechnology ETF made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #129 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's iShares Biotechnology ETF position peaked at $12M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.