Howe & Rusling’s iShares Biotechnology ETF IBB Stock Holding History

Howe & Rusling’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 Q1	$171K	Buy	1,013 +451	+80%	+$77.1K	0.01%	305
2025 Q4	$94.8K	Buy	+562	New	+$91.3K	0.01%	333
2025 Q1	–	Sell	-60	Closed	-$7.93K	–	444
2024 Q4	$7.93K	Buy	+60	New	+$8.44K	﹤0.01%	379
2024 Q1	–	Sell	-146	Closed	-$19.8K	–	392
2023 Q4	$19.8K	Buy	+146	New	+$17.8K	﹤0.01%	303
2021 Q2	–	Sell	-18	Closed	-$3K	–	986
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	751
2020 Q4	$3K	Buy	+18	New	+$2.57K	﹤0.01%	733
2016 Q4	–	Sell	-30	Closed	-$2.73K	–	1051
2016 Q3	$3K	Buy	+30	New	+$2.85K	﹤0.01%	771

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Howe & Rusling's IBB Position: Q1 2026 in Review

Howe & Rusling increased its iShares Biotechnology ETF (IBB) stake by 80% in Q1 2026, buying an estimated $77.1K and bringing the position to 1,013 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #305.

Howe & Rusling first reported a position in IBB in Q3 2016 and has held it in 7 quarters since. 920 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Howe & Rusling held 1,013 shares of iShares Biotechnology ETF worth $171K as of Q1 2026.
Howe & Rusling bought 451 iShares Biotechnology ETF shares in Q1 2026, an estimated $77.1K.
iShares Biotechnology ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #305 holding.
Howe & Rusling first reported a position in iShares Biotechnology ETF in Q3 2016 and has held it in 7 quarters since.
920 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.