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Larson Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Larson Financial 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
Q1 		$529K Buy
3,132
+415
+15% +$71K 0.02% 463
2025
Q4 		$458K Buy
2,717
+60
+2% +$9.74K 0.02% 483
2025
Q3 		$384K Buy
2,657
+257
+11% +$35.1K 0.01% 534
2025
Q2 		$304K Buy
2,400
+494
+26% +$60.6K 0.01% 565
2025
Q1 		$244K Buy
1,906
+153
+9% +$20.7K 0.01% 583
2024
Q4 		$232K Buy
1,753
+102
+6% +$14.3K 0.01% 535
2024
Q3 		$240K Buy
1,651
+60
+4% +$8.68K 0.01% 525
2024
Q2 		$218K Buy
1,591
+6
+0.4% +$801 0.01% 441
2024
Q1 		$217K Buy
1,585
+153
+11% +$20.9K 0.02% 388
2023
Q4 		$194K Buy
1,432
+57
+4% +$6.96K 0.02% 365
2023
Q3 		$168K Buy
1,375
+200
+17% +$25.4K 0.02% 361
2023
Q2 		$149K Buy
1,175
+96
+9% +$12.5K 0.01% 366
2023
Q1 		$139K Buy
1,079
+5
+0.5% +$655 0.02% 374
2022
Q4 		$141K Sell
1,074
-41
-4% -$5.3K 0.02% 354
2022
Q3 		$130K Buy
1,115
+1,000
+870% +$124K 0.02% 326
2022
Q2 		$14K Hold
115
– – ﹤0.01% 626
2022
Q1 		$15K Sell
115
-38
-25% -$4.95K ﹤0.01% 570
2021
Q4 		$23K Hold
153
– – ﹤0.01% 515
2021
Q3 		$25K Hold
153
– – 0.01% 422
2021
Q2 		$25K Buy
153
+38
+33% +$5.85K 0.01% 392
2021
Q1 		$17K Hold
115
– – 0.01% 441
2020
Q4 		$17K Buy
115
+70
+156% +$10K 0.01% 401
2020
Q3 		$6K Hold
45
– – ﹤0.01% 503
2020
Q2 		$6K Hold
45
– – ﹤0.01% 450
2020
Q1 		$5K Hold
45
– – ﹤0.01% 365
2019
Q4 		$5K Hold
45
– – ﹤0.01% 366
2019
Q3 		$4K Hold
45
– – ﹤0.01% 382
2019
Q2 		$5K Hold
45
– – ﹤0.01% 311
2019
Q1 		$5K Hold
45
– – ﹤0.01% 292
2018
Q4 		$4K Buy
+45
New +$4.78K ﹤0.01% 295

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

Larson Financial Group's IBB Position: Q1 2026 in Review

Larson Financial Group increased its iShares Biotechnology ETF (IBB) stake by 15% in Q1 2026, buying an estimated $71K and bringing the position to 3,132 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #463.

Larson Financial Group first reported a position in IBB in Q4 2018 and has held it in 30 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Larson Financial Group held 3,132 shares of iShares Biotechnology ETF worth $529K as of Q1 2026.
  • Larson Financial Group bought 415 iShares Biotechnology ETF shares in Q1 2026, an estimated $71K.
  • iShares Biotechnology ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #463 holding.
  • Larson Financial Group first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 30 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.