KFI
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Key Financial Inc’s iShares Biotechnology ETF IBB Stock Holding History

Key Financial Inc’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
Q1 		$41.2K Hold
244
– – 0.01% 566
2025
Q4 		$41.2K Hold
244
– – 0.01% 561
2025
Q3 		$36.2K Sell
244
-28
-10% -$3.82K 0.01% 586
2025
Q2 		$34.4K Buy
272
+52
+24% +$6.38K 0.01% 572
2025
Q1 		$28.1K Hold
220
– – 0.01% 586
2024
Q4 		$29.1K Hold
220
– – 0.01% 574
2024
Q3 		$32K Sell
220
-30
-12% -$4.34K 0.01% 560
2024
Q2 		$34.3K Buy
250
+30
+14% +$4K 0.01% 531
2024
Q1 		$30.2K Sell
220
-70
-24% -$9.56K 0.01% 531
2023
Q4 		$39.4K Buy
290
+70
+32% +$8.54K 0.01% 465
2023
Q3 		$26.9K Buy
220
+12
+6% +$1.53K 0.01% 504
2023
Q2 		$26.4K Hold
208
– – 0.01% 519
2023
Q1 		$26.9K Sell
208
-1,037
-83% -$136K 0.01% 484
2022
Q4 		$146K Hold
1,245
– – 0.07% 198
2022
Q3 		$146K Hold
1,245
– – 0.07% 200
2022
Q2 		$150K Hold
1,245
– – 0.08% 188
2022
Q1 		$162K Buy
1,245
+1,000
+408% +$130K 0.08% 192
2021
Q4 		$37K Buy
245
+50
+26% +$7.74K 0.02% 388
2021
Q3 		$32K Hold
195
– – 0.02% 397
2021
Q2 		$32K Hold
195
– – 0.02% 406
2021
Q1 		$29K Hold
195
– – 0.02% 347
2020
Q4 		$30K Buy
+195
New +$27.9K 0.02% 321
2020
Q2 		– Sell
-195
Closed -$21K – 332
2020
Q1 		$21K Buy
+195
New +$22.5K 0.02% 316

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Key Financial Inc's IBB Position: Q1 2026 in Review

Key Financial Inc held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 244 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #566.

Key Financial Inc first reported a position in IBB in Q1 2020 and has held it in 23 quarters since. The position peaked at $162K in Q1 2022. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Key Financial Inc held 244 shares of iShares Biotechnology ETF worth $41.2K as of Q1 2026.
  • Key Financial Inc left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #566 holding.
  • Key Financial Inc first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's iShares Biotechnology ETF position peaked at $162K in Q1 2022.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.