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 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 $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 $374B AUM 17.66% 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

Investmark Advisory Group's IBB Position: Q1 2026 in Review

Investmark Advisory Group increased its iShares Biotechnology ETF (IBB) stake by 0.08% in Q1 2026, buying an estimated $342 and bringing the position to 2,596 shares worth $438K. The position accounts for 0.19% of the portfolio, ranked #85.

Investmark Advisory Group first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Investmark Advisory Group held 2,596 shares of iShares Biotechnology ETF worth $438K as of Q1 2026.
Investmark Advisory Group bought 2 iShares Biotechnology ETF shares in Q1 2026, an estimated $342.
iShares Biotechnology ETF made up 0.19% of Investmark Advisory Group's portfolio in Q1 2026, its #85 holding.
Investmark Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.