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L.J. Altfest & Co’s iShares Biotechnology ETF IBB Stock Holding History

L.J. Altfest & 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
Q1 		$346K Buy
2,051
+1
+0% +$171 0.04% 258
2025
Q4 		$346K Sell
2,050
-244
-11% -$39.6K 0.04% 267
2025
Q3 		$331K Sell
2,294
-32
-1% -$4.37K 0.04% 271
2025
Q2 		$294K Sell
2,326
-163
-7% -$20K 0.03% 286
2025
Q1 		$318K Sell
2,489
-13
-0.5% -$1.76K 0.04% 262
2024
Q4 		$331K Sell
2,502
-2
-0.1% -$281 0.04% 254
2024
Q3 		$365K Sell
2,504
-1,011
-29% -$146K 0.05% 250
2024
Q2 		$482K Sell
3,515
-207
-6% -$27.6K 0.07% 200
2024
Q1 		$511K Sell
3,722
-58
-2% -$7.92K 0.07% 192
2023
Q4 		$514K Sell
3,780
-111
-3% -$13.5K 0.07% 181
2023
Q3 		$476K Sell
3,891
-743
-16% -$94.5K 0.08% 188
2023
Q2 		$588K Sell
4,634
-164
-3% -$21.3K 0.09% 159
2023
Q1 		$620K Sell
4,798
-3,294
-41% -$431K 0.1% 143
2022
Q4 		$1.06M Sell
8,092
-1,795
-18% -$232K 0.18% 93
2022
Q3 		$1.16M Sell
9,887
-35,208
-78% -$4.37M 0.22% 67
2022
Q2 		$5.3M Buy
45,095
+370
+0.8% +$43.9K 0.95% 24
2022
Q1 		$5.83M Buy
44,725
+4,008
+10% +$522K 1.04% 23
2021
Q4 		$6.21M Buy
40,717
+39,039
+2,327% +$6.04M 1.19% 22
2021
Q3 		$271K Sell
1,678
-21,829
-93% -$3.67M 0.06% 220
2021
Q2 		$3.85M Buy
+23,507
New +$3.62M 0.83% 28
2020
Q3 		– Sell
-2,612
Closed -$357K – 239
2020
Q2 		$357K Sell
2,612
-3,703
-59% -$472K 0.1% 144
2020
Q1 		$680K Buy
+6,315
New +$727K 0.21% 77

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

L.J. Altfest & Co's IBB Position: Q1 2026 in Review

L.J. Altfest & Co increased its iShares Biotechnology ETF (IBB) stake by 0.05% in Q1 2026, buying an estimated $171 and bringing the position to 2,051 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #258.

L.J. Altfest & Co first reported a position in IBB in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.21M in Q4 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • L.J. Altfest & Co held 2,051 shares of iShares Biotechnology ETF worth $346K as of Q1 2026.
  • L.J. Altfest & Co bought 1 iShares Biotechnology ETF share in Q1 2026, an estimated $171.
  • iShares Biotechnology ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #258 holding.
  • L.J. Altfest & Co first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 22 quarters since.
  • L.J. Altfest & Co's iShares Biotechnology ETF position peaked at $6.21M in Q4 2021.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.