IFG
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Independent Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Independent Financial Group’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 		$3.81M Buy
20,011
+3,965
+25% +$682K 0.07% 275
2026
Q1 		$2.71M Buy
16,046
+240
+2% +$41K 0.06% 330
2025
Q4 		$2.67M Buy
15,806
+1,887
+14% +$306K 0.06% 315
2025
Q3 		$2.01M Sell
13,919
-265
-2% -$36.2K 0.05% 382
2025
Q2 		$1.79M Sell
14,184
-649
-4% -$79.7K 0.05% 375
2025
Q1 		$1.9M Buy
14,833
+5,177
+54% +$702K 0.07% 298
2024
Q4 		$1.28M Sell
9,656
-8
-0.1% -$1.13K 0.04% 410
2024
Q3 		$1.41M Buy
9,664
+796
+9% +$115K 0.05% 357
2024
Q2 		$1.22M Sell
8,868
-629
-7% -$84K 0.05% 346
2024
Q1 		$1.3M Sell
9,497
-358
-4% -$48.9K 0.06% 317
2023
Q4 		$1.34M Sell
9,855
-766
-7% -$93.5K 0.07% 284
2023
Q3 		$1.3M Sell
10,621
-1,034
-9% -$131K 0.08% 262
2023
Q2 		$1.48M Buy
11,655
+1,037
+10% +$135K 0.1% 222
2023
Q1 		$1.37M Buy
10,618
+210
+2% +$27.5K 0.11% 214
2022
Q4 		$1.37M Sell
10,408
-729
-7% -$94.2K 0.12% 176
2022
Q3 		$1.3M Sell
11,137
-239
-2% -$29.7K 0.12% 173
2022
Q2 		$1.34M Sell
11,376
-4,576
-29% -$543K 0.14% 164
2022
Q1 		$2.08M Sell
15,952
-377
-2% -$49.1K 0.17% 123
2021
Q4 		$2.49M Buy
16,329
+2,694
+20% +$417K 0.21% 107
2021
Q3 		$2.2M Sell
13,635
-5,945
-30% -$1M 0.23% 98
2021
Q2 		$3.2M Buy
19,580
+6,153
+46% +$948K 0.34% 62
2021
Q1 		$2.02M Sell
13,427
-290
-2% -$46.1K 0.26% 92
2020
Q4 		$2.08M Buy
13,717
+254
+2% +$36.3K 0.31% 76
2020
Q3 		$1.82M Buy
13,463
+2,103
+19% +$285K 0.34% 65
2020
Q2 		$1.55M Buy
11,360
+533
+5% +$67.9K 0.34% 64
2020
Q1 		$1.17M Buy
+10,827
New +$1.25M 0.34% 69

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

Independent Financial Group's IBB Position: Q2 2026 in Review

Independent Financial Group increased its iShares Biotechnology ETF (IBB) stake by 25% in Q2 2026, buying an estimated $682K and bringing the position to 20,011 shares worth $3.81M. The position accounts for 0.07% of the portfolio, ranked #275.

Independent Financial Group first reported a position in IBB in Q1 2020 and has held it in 26 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Independent Financial Group held 20,011 shares of iShares Biotechnology ETF worth $3.81M as of Q2 2026.
  • Independent Financial Group bought 3,965 iShares Biotechnology ETF shares in Q2 2026, an estimated $682K.
  • iShares Biotechnology ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #275 holding.
  • Independent Financial Group first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 26 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.