Lee Financial’s iShares Biotechnology ETF IBB Stock Holding History

Lee Financial’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	$234K	Hold	1,110	–	–	0.03%	145
2026 Q2	$211K	Buy	+1,110	New	+$191K	0.03%	155
2024 Q1	–	Sell	-175	Closed	-$23.8K	–	469
2023 Q4	$23.8K	Hold	175	–	–	﹤0.01%	298
2023 Q3	$21.4K	Buy	+175	New	+$22.3K	﹤0.01%	294
2020 Q2	–	Sell	-1,500	Closed	-$162K	–	532
2020 Q1	$162K	Buy	+1,500	New	+$173K	0.05%	112
2017 Q4	–	Sell	-30	Closed	-$3K	–	488
2017 Q3	$3K	Hold	30	–	–	﹤0.01%	439
2017 Q2	$3K	Buy	+30	New	+$2.96K	﹤0.01%	440

Other funds holding IBB

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Lee Financial's IBB Position: Q3 2026 in Review

Lee Financial held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 1,110 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #145.

Lee Financial first reported a position in IBB in Q2 2017 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Lee Financial held 1,110 shares of iShares Biotechnology ETF worth $234K as of Q3 2026.
Lee Financial left its iShares Biotechnology ETF share count unchanged in Q3 2026.
iShares Biotechnology ETF made up 0.03% of Lee Financial's portfolio in Q3 2026, its #145 holding.
Lee Financial first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 7 quarters since.
361 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.