Glass Jacobson Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Glass Jacobson Investment Advisors’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	$12K	Sell	63 -59	-48%	-$10.1K	﹤0.01%	450
2026 Q1	$20.6K	Hold	122	–	–	0.01%	410
2025 Q4	$20.6K	Hold	122	–	–	0.01%	402
2025 Q3	$17.6K	Hold	122	–	–	0.01%	407
2025 Q2	$15.4K	Hold	122	–	–	0.01%	404
2025 Q1	$16.1K	Hold	122	–	–	0.01%	545
2024 Q4	$16.1K	Sell	122 -82	-40%	-$11.5K	0.01%	545
2024 Q3	$29.7K	Hold	204	–	–	0.01%	443
2024 Q2	$28K	Hold	204	–	–	0.01%	431
2024 Q1	$27.9K	Hold	204	–	–	0.01%	437
2023 Q4	$27.7K	Buy	204 +1	+0.5%	+$122	0.01%	411
2023 Q3	$24.9K	Buy	203 +122	+151%	+$15.5K	0.01%	405
2023 Q2	$10.3K	Buy	+81	New	+$10.5K	﹤0.01%	497
2022 Q4	$10.7K	Buy	+81	New	+$10.5K	0.01%	510

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Glass Jacobson Investment Advisors's IBB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Biotechnology ETF (IBB) stake by 48% in Q2 2026, selling an estimated $10.1K and leaving 63 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Glass Jacobson Investment Advisors first reported a position in IBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.7K in Q3 2024. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Glass Jacobson Investment Advisors held 63 shares of iShares Biotechnology ETF worth $12K as of Q2 2026.
Glass Jacobson Investment Advisors sold 59 iShares Biotechnology ETF shares in Q2 2026, an estimated $10.1K.
iShares Biotechnology ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #450 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares Biotechnology ETF position peaked at $29.7K in Q3 2024.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.