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IFP Advisors’s iShares Biotechnology ETF IBB Stock Holding History

IFP 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
2018
Q1 		– Sell
-600
Closed -$64K – 3784
2017
Q4 		$64K Buy
+600
New +$64.1K ﹤0.01% 1678

Other funds holding IBB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

IFP Advisors's IBB Position: Q2 2026 in Review

IFP Advisors increased its iShares Biotechnology ETF (IBB) stake by 39% in Q2 2026, buying an estimated $2.43M and bringing the position to 49,988 shares worth $9.51M. The position accounts for 0.17% of the portfolio, ranked #129.

IFP Advisors first reported a position in IBB in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.4M in Q1 2018. 285 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • IFP Advisors held 49,988 shares of iShares Biotechnology ETF worth $9.51M as of Q2 2026.
  • IFP Advisors bought 14,115 iShares Biotechnology ETF shares in Q2 2026, an estimated $2.43M.
  • iShares Biotechnology ETF made up 0.17% of IFP Advisors's portfolio in Q2 2026, its #129 holding.
  • IFP Advisors first reported a position in iShares Biotechnology ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Biotechnology ETF position peaked at $13.4M in Q1 2018.
  • 285 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.