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Harbor Investment Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Harbor Investment 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 		$549K Hold
2,887
– – 0.04% 285
2026
Q1 		$487K Sell
2,887
-55
-2% -$9.4K 0.04% 285
2025
Q4 		$497K Buy
2,942
+1,338
+83% +$217K 0.04% 285
2025
Q3 		$232K Hold
1,604
– – 0.02% 373
2025
Q2 		$203K Hold
1,604
– – 0.02% 370
2025
Q1 		$205K Sell
1,604
-100
-6% -$13.6K 0.02% 366
2024
Q4 		$225K Sell
1,704
-311
-15% -$43.7K 0.02% 337
2024
Q3 		$293K Hold
2,015
– – 0.03% 292
2024
Q2 		$277K Sell
2,015
-357
-15% -$47.7K 0.03% 292
2024
Q1 		$325K Sell
2,372
-645
-21% -$88.1K 0.03% 268
2023
Q4 		$410K Buy
3,017
+20
+0.7% +$2.44K 0.05% 237
2023
Q3 		$367K Buy
2,997
+67
+2% +$8.52K 0.05% 241
2023
Q2 		$372K Sell
2,930
-160
-5% -$20.8K 0.05% 258
2023
Q1 		$399K Hold
3,090
– – 0.06% 243
2022
Q4 		$406K Sell
3,090
-375
-11% -$48.5K 0.06% 233
2022
Q3 		$405K Hold
3,465
– – 0.07% 223
2022
Q2 		$408K Sell
3,465
-2
-0.1% -$237 0.07% 226
2022
Q1 		$452K Buy
3,467
+995
+40% +$130K 0.06% 234
2021
Q4 		$377K Buy
2,472
+680
+38% +$105K 0.05% 256
2021
Q3 		$290K Buy
1,792
+531
+42% +$89.4K 0.04% 294
2021
Q2 		$206K Hold
1,261
– – 0.03% 366
2021
Q1 		$190K Buy
1,261
+271
+27% +$43K 0.03% 349
2020
Q4 		$150K Buy
990
+135
+16% +$19.3K 0.02% 367
2020
Q3 		$116K Hold
855
– – 0.02% 354
2020
Q2 		$117K Buy
855
+50
+6% +$6.37K 0.02% 332
2020
Q1 		$87K Sell
805
-200
-20% -$23K 0.02% 331
2019
Q4 		$121K Buy
+1,005
New +$112K 0.03% 309

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

Harbor Investment Advisory's IBB Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,887 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #285.

Harbor Investment Advisory first reported a position in IBB in Q4 2019 and has held it in 27 quarters since. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Harbor Investment Advisory held 2,887 shares of iShares Biotechnology ETF worth $549K as of Q2 2026.
  • Harbor Investment Advisory left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #285 holding.
  • Harbor Investment Advisory first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 27 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.