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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lee Financial's IBB Position: Q2 2026 in Review

Lee Financial opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,110 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: Lee Financial previously reported a position in IBB as recently as Q4 2023.

Lee Financial first reported a position in IBB in Q2 2017 and has held it in 6 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Lee Financial held 1,110 shares of iShares Biotechnology ETF worth $211K as of Q2 2026.
iShares Biotechnology ETF was a new Lee Financial position in Q2 2026.
iShares Biotechnology ETF made up 0.03% of Lee Financial's portfolio in Q2 2026, its #155 holding.
Lee Financial first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 6 quarters since.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.