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Harrell Investment Partners’s iShares Biotechnology ETF IBB Stock Holding History

Harrell Investment Partners’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 		$753K Sell
3,957
-64
-2% -$11K 0.16% 95
2026
Q1 		$679K Sell
4,021
-1,874
-32% -$320K 0.16% 97
2025
Q4 		$995K Buy
+5,895
New +$957K 0.23% 68

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

Harrell Investment Partners's IBB Position: Q2 2026 in Review

Harrell Investment Partners reduced its iShares Biotechnology ETF (IBB) stake by 1.6% in Q2 2026, selling an estimated $11K and leaving 3,957 shares worth $753K. The position accounts for 0.16% of the portfolio, ranked #95.

Harrell Investment Partners first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $995K in Q4 2025. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Harrell Investment Partners held 3,957 shares of iShares Biotechnology ETF worth $753K as of Q2 2026.
  • Harrell Investment Partners sold 64 iShares Biotechnology ETF shares in Q2 2026, an estimated $11K.
  • iShares Biotechnology ETF made up 0.16% of Harrell Investment Partners's portfolio in Q2 2026, its #95 holding.
  • Harrell Investment Partners first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • Harrell Investment Partners's iShares Biotechnology ETF position peaked at $995K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.