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

Journey 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	$202K	Buy	+1,062	New	+$183K	0.02%	275
2023 Q4	–	Sell	-1,680	Closed	-$205K	–	218
2023 Q3	$205K	Sell	1,680 -60	-3%	-$7.63K	0.03%	210
2023 Q2	$221K	Sell	1,740 -2,394	-58%	-$311K	0.03%	216
2023 Q1	$534K	Sell	4,134 -2,226	-35%	-$291K	0.08%	146
2022 Q4	$835K	Sell	6,360 -2,213	-26%	-$286K	0.21%	100
2022 Q3	$1M	Sell	8,573 -3,150	-27%	-$391K	0.26%	85
2022 Q2	$1.43M	Sell	11,723 -1,765	-13%	-$210K	0.33%	71
2022 Q1	$1.76M	Sell	13,488 -279	-2%	-$36.3K	0.44%	57
2021 Q4	$2.1M	Sell	13,767 -411	-3%	-$63.6K	0.58%	47
2021 Q3	$2.29M	Sell	14,178 -942	-6%	-$159K	0.74%	32
2021 Q2	$2.47M	Sell	15,120 -219	-1%	-$33.7K	0.79%	32
2021 Q1	$2.31M	Buy	15,339 +444	+3%	+$70.5K	0.81%	32
2020 Q4	$2.26M	Buy	+14,895	New	+$2.13M	0.84%	32

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

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

Journey Advisory Group opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,062 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings. This is a return to the name: Journey Advisory Group previously reported a position in IBB as recently as Q3 2023.

Journey Advisory Group first reported a position in IBB in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.47M in Q2 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Journey Advisory Group held 1,062 shares of iShares Biotechnology ETF worth $202K as of Q2 2026.
iShares Biotechnology ETF was a new Journey Advisory Group position in Q2 2026.
iShares Biotechnology ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #275 holding.
Journey Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 13 quarters since.
Journey Advisory Group's iShares Biotechnology ETF position peaked at $2.47M in Q2 2021.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.