JDM Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

JDM 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	$23K	Hold	121	–	–	0.01%	155
2026 Q1	$20.4K	Hold	121	–	–	0.01%	143
2025 Q4	$20.4K	Hold	121	–	–	0.01%	140
2025 Q3	$17.5K	Hold	121	–	–	0.01%	146
2025 Q2	$15.3K	Hold	121	–	–	0.01%	146
2025 Q1	$15.5K	Hold	121	–	–	0.01%	138
2024 Q4	$16K	Sell	121 -18	-13%	-$2.53K	0.01%	140
2024 Q3	$20.2K	Hold	139	–	–	0.01%	124
2024 Q2	$19.1K	Hold	139	–	–	0.01%	114
2024 Q1	$19.1K	Hold	139	–	–	0.01%	105
2023 Q4	$18.9K	Hold	139	–	–	0.02%	101
2023 Q3	$17K	Hold	139	–	–	0.02%	102
2023 Q2	$17.6K	Hold	139	–	–	0.02%	103
2023 Q1	$17.9K	Hold	139	–	–	0.02%	102
2022 Q4	$18.2K	Buy	+139	New	+$18K	0.02%	102

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

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

JDM Financial Group held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 121 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #155.

JDM Financial Group first reported a position in IBB in Q4 2022 and has held it in 15 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

JDM Financial Group held 121 shares of iShares Biotechnology ETF worth $23K as of Q2 2026.
JDM Financial Group left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #155 holding.
JDM Financial Group first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 15 quarters since.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.