Investmark Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Investmark Advisory 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	$494K	Buy	2,597 +1	+0%	+$172	0.19%	83
2026 Q1	$438K	Buy	2,596 +2	+0.1%	+$342	0.19%	85
2025 Q4	$438K	Buy	2,594 +3	+0.1%	+$487	0.19%	83
2025 Q3	$374K	Buy	2,591 +1	+0%	+$136	0.16%	92
2025 Q2	$328K	Hold	2,590	–	–	0.15%	97
2025 Q1	$331K	Buy	2,590 +2	+0.1%	+$271	0.16%	89
2024 Q4	$342K	Buy	2,588 +1	+0%	+$141	0.17%	87
2024 Q3	$377K	Buy	2,587 +4	+0.2%	+$579	0.18%	85
2024 Q2	$355K	Sell	2,583 -1	-0%	-$133	0.19%	82
2024 Q1	$355K	Buy	2,584 +3	+0.1%	+$410	0.19%	84
2023 Q4	$351K	Buy	2,581 +4	+0.2%	+$488	0.21%	84
2023 Q3	$315K	Hold	2,577	–	–	0.21%	80
2023 Q2	$327K	Buy	2,577 +1	+0%	+$130	0.22%	79
2023 Q1	$333K	Buy	2,576 +1	+0%	+$131	0.24%	71
2022 Q4	$338K	Buy	2,575 +2	+0.1%	+$258	0.25%	75
2022 Q3	$300K	Buy	2,573 +3	+0.1%	+$373	0.27%	66
2022 Q2	$302K	Buy	2,570 +1	+0%	+$119	0.3%	53
2022 Q1	$334K	Buy	2,569 +2	+0.1%	+$261	0.34%	56
2021 Q4	$391K	Buy	+2,567	New	+$397K	0.37%	47

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Investmark Advisory Group's IBB Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares Biotechnology ETF (IBB) stake by 0.04% in Q2 2026, buying an estimated $172 and bringing the position to 2,597 shares worth $494K. The position accounts for 0.19% of the portfolio, ranked #83.

Investmark Advisory Group first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Investmark Advisory Group held 2,597 shares of iShares Biotechnology ETF worth $494K as of Q2 2026.
Investmark Advisory Group bought 1 iShares Biotechnology ETF share in Q2 2026, an estimated $172.
iShares Biotechnology ETF made up 0.19% of Investmark Advisory Group's portfolio in Q2 2026, its #83 holding.
Investmark Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.