Journey Advisory Group
IBB icon

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
Q3 		$213K Sell
1,010
-52
-5% -$10.4K 0.02% 272
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return

Journey Advisory Group's IBB Position: Q3 2026 in Review

Journey Advisory Group reduced its iShares Biotechnology ETF (IBB) stake by 4.9% in Q3 2026, selling an estimated $10.4K and leaving 1,010 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #272.

Journey Advisory Group first reported a position in IBB in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.47M in Q2 2021. 603 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Journey Advisory Group held 1,010 shares of iShares Biotechnology ETF worth $213K as of Q3 2026.
  • Journey Advisory Group sold 52 iShares Biotechnology ETF shares in Q3 2026, an estimated $10.4K.
  • iShares Biotechnology ETF made up 0.02% of Journey Advisory Group's portfolio in Q3 2026, its #272 holding.
  • Journey Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 14 quarters since.
  • Journey Advisory Group's iShares Biotechnology ETF position peaked at $2.47M in Q2 2021.
  • 603 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.