Hoey Investments’s iShares Biotechnology ETF IBB Stock Holding History

Hoey Investments’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	$1.99M	Buy	10,486 +2,223	+27%	+$382K	0.26%	27
2026 Q1	$1.4M	Buy	8,263 +3,755	+83%	+$642K	0.2%	29
2025 Q4	$761K	Buy	4,508 +4,273	+1,818%	+$694K	0.1%	39
2025 Q3	$33.9K	Hold	235	–	–	﹤0.01%	188
2025 Q2	$29.7K	Hold	235	–	–	﹤0.01%	186
2025 Q1	$30K	Sell	235 -295	-56%	-$40K	0.01%	163
2024 Q4	$70.1K	Buy	+530	New	+$74.5K	0.01%	114
2023 Q4	–	Sell	-15,746	Closed	-$1.93M	–	361
2023 Q3	$1.93M	Sell	15,746 -3,197	-17%	-$407K	0.64%	20
2023 Q2	$2.41M	Sell	18,943 -919	-5%	-$119K	0.78%	19
2023 Q1	$2.57M	Buy	19,862 +1,721	+9%	+$225K	1%	15
2022 Q4	$2.38M	Buy	18,141 +3,075	+20%	+$397K	1.03%	13
2022 Q3	$1.76M	Buy	15,066 +14,854	+7,007%	+$1.84M	0.69%	24
2022 Q2	$25K	Buy	+212	New	+$25.2K	0.01%	146

Other funds holding IBB

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Hoey Investments's IBB Position: Q2 2026 in Review

Hoey Investments increased its iShares Biotechnology ETF (IBB) stake by 27% in Q2 2026, buying an estimated $382K and bringing the position to 10,486 shares worth $1.99M. The position accounts for 0.26% of the portfolio, ranked #27.

Hoey Investments first reported a position in IBB in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.57M in Q1 2023. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Hoey Investments held 10,486 shares of iShares Biotechnology ETF worth $1.99M as of Q2 2026.
Hoey Investments bought 2,223 iShares Biotechnology ETF shares in Q2 2026, an estimated $382K.
iShares Biotechnology ETF made up 0.26% of Hoey Investments's portfolio in Q2 2026, its #27 holding.
Hoey Investments first reported a position in iShares Biotechnology ETF in Q2 2022 and has held it in 13 quarters since.
Hoey Investments's iShares Biotechnology ETF position peaked at $2.57M in Q1 2023.
601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.