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Joseph P. Lucia & Associates’s iShares Biotechnology ETF IBB Stock Holding History

Joseph P. Lucia & Associates’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 		$508K Sell
2,670
-80
-3% -$13.8K 0.15% 110
2026
Q1 		$464K Sell
2,750
-57
-2% -$9.75K 0.17% 111
2025
Q4 		$474K Buy
+2,807
New +$456K 0.17% 104
2023
Q4 		– Sell
-1,960
Closed -$240K – 118
2023
Q3 		$240K Sell
1,960
-185
-9% -$23.5K 0.17% 95
2023
Q2 		$272K Sell
2,145
-170
-7% -$22.1K 0.18% 93
2023
Q1 		$299K Sell
2,315
-205
-8% -$26.8K 0.21% 89
2022
Q4 		$331K Sell
2,520
-75
-3% -$9.69K 0.25% 84
2022
Q3 		$304K Buy
2,595
+61
+2% +$7.58K 0.24% 83
2022
Q2 		$298K Sell
2,534
-719
-22% -$85.3K 0.21% 82
2022
Q1 		$424K Sell
3,253
-190
-6% -$24.8K 0.26% 73
2021
Q4 		$525K Sell
3,443
-544
-14% -$84.2K 0.33% 69
2021
Q3 		$645K Sell
3,987
-549
-12% -$92.4K 0.38% 67
2021
Q2 		$742K Sell
4,536
-355
-7% -$54.7K 0.44% 61
2021
Q1 		$736K Sell
4,891
-125
-2% -$19.9K 0.33% 60
2020
Q4 		$760K Sell
5,016
-168
-3% -$24K 0.53% 52
2020
Q3 		$702K Buy
5,184
+2,916
+129% +$396K 0.66% 50
2020
Q2 		$310K Buy
2,268
+274
+14% +$34.9K 0.28% 72
2020
Q1 		$215K Sell
1,994
-325
-14% -$37.4K 0.24% 79
2019
Q4 		$279K Hold
2,319
– – 0.25% 77
2019
Q3 		$231K Buy
2,319
+50
+2% +$5.23K 0.24% 83
2019
Q2 		$248K Sell
2,269
-232,214
-99% -$24.7M 0.26% 79
2019
Q1 		$2.05K Buy
+234,483
New +$25.7M 0.15% 87

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

Joseph P. Lucia & Associates's IBB Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its iShares Biotechnology ETF (IBB) stake by 2.9% in Q2 2026, selling an estimated $13.8K and leaving 2,670 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #110.

Joseph P. Lucia & Associates first reported a position in IBB in Q1 2019 and has held it in 22 quarters since. The position peaked at $760K in Q4 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Joseph P. Lucia & Associates held 2,670 shares of iShares Biotechnology ETF worth $508K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 80 iShares Biotechnology ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Biotechnology ETF made up 0.15% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #110 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 22 quarters since.
  • Joseph P. Lucia & Associates's iShares Biotechnology ETF position peaked at $760K in Q4 2020.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.