JIC
IBB icon

Joel Isaacson & Co’s iShares Biotechnology ETF IBB Stock Holding History

Joel Isaacson & Co’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 		$532K Hold
2,796
– – 0.02% 296
2026
Q1 		$472K Hold
2,796
– – 0.02% 292
2025
Q4 		$472K Buy
2,796
+1
+0% +$162 0.02% 288
2025
Q3 		$404K Hold
2,795
– – 0.01% 301
2025
Q2 		$354K Hold
2,795
– – 0.01% 302
2025
Q1 		$357K Buy
2,795
+1
+0% +$136 0.02% 285
2024
Q4 		$369K Hold
2,794
– – 0.02% 265
2024
Q3 		$407K Buy
2,794
+59
+2% +$8.54K 0.02% 248
2024
Q2 		$375K Hold
2,735
– – 0.02% 245
2024
Q1 		$375K Hold
2,735
– – 0.02% 244
2023
Q4 		$372K Sell
2,735
-98
-3% -$12K 0.02% 230
2023
Q3 		$347K Hold
2,833
– – 0.02% 228
2023
Q2 		$360K Hold
2,833
– – 0.02% 230
2023
Q1 		$366K Hold
2,833
– – 0.03% 225
2022
Q4 		$372K Sell
2,833
-399
-12% -$51.6K 0.03% 210
2022
Q3 		$378K Sell
3,232
-150
-4% -$18.6K 0.03% 198
2022
Q2 		$398K Hold
3,382
– – 0.03% 188
2022
Q1 		$430K Sell
3,382
-574
-15% -$74.8K 0.03% 196
2021
Q4 		$604K Hold
3,956
– – 0.04% 166
2021
Q3 		$640K Sell
3,956
-500
-11% -$84.1K 0.05% 158
2021
Q2 		$729K Buy
4,456
+101
+2% +$15.6K 0.06% 135
2021
Q1 		$656K Buy
4,355
+300
+7% +$47.6K 0.06% 125
2020
Q4 		$614K Hold
4,055
– – 0.06% 125
2020
Q3 		$549K Buy
4,055
+1,550
+62% +$210K 0.07% 117
2020
Q2 		$342K Buy
+2,505
New +$319K 0.05% 151
2015
Q4 		– Sell
-1,500
Closed -$152K – 767
2015
Q3 		$152K Hold
1,500
– – 0.04% 176
2015
Q2 		$184K Buy
1,500
+936
+166% +$112K 0.05% 174
2015
Q1 		$65K Buy
+564
New +$62.2K 0.02% 326

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

Joel Isaacson & Co's IBB Position: Q2 2026 in Review

Joel Isaacson & Co held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,796 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #296.

Joel Isaacson & Co first reported a position in IBB in Q1 2015 and has held it in 28 quarters since. The position peaked at $729K in Q2 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Joel Isaacson & Co held 2,796 shares of iShares Biotechnology ETF worth $532K as of Q2 2026.
  • Joel Isaacson & Co left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #296 holding.
  • Joel Isaacson & Co first reported a position in iShares Biotechnology ETF in Q1 2015 and has held it in 28 quarters since.
  • Joel Isaacson & Co's iShares Biotechnology ETF position peaked at $729K in Q2 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.