Legacy Edge Advisors
IBB icon

Legacy Edge Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Legacy Edge Advisors’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 		$936K Sell
4,446
-398
-8% -$79.9K 0.08% 106
2026
Q2 		$921K Buy
4,844
+253
+6% +$43.5K 0.08% 104
2026
Q1 		$775K Sell
4,591
-114
-2% -$19.5K 0.08% 105
2025
Q4 		$794K Sell
4,705
-180
-4% -$29.2K 0.09% 104
2025
Q3 		$705K Buy
4,885
+908
+23% +$124K 0.08% 106
2025
Q2 		$503K Buy
3,977
+47
+1% +$5.77K 0.07% 116
2025
Q1 		$503K Buy
3,930
+508
+15% +$68.9K 0.08% 106
2024
Q4 		$451K Buy
3,422
+117
+4% +$16.4K 0.07% 112
2024
Q3 		$481K Buy
3,305
+904
+38% +$131K 0.08% 112
2024
Q2 		$330K Sell
2,401
-26
-1% -$3.47K 0.06% 134
2024
Q1 		$333K Buy
2,427
+858
+55% +$117K 0.07% 122
2023
Q4 		$213K Buy
+1,569
New +$191K 0.05% 155

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Legacy Edge Advisors's IBB Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares Biotechnology ETF (IBB) stake by 8.2% in Q3 2026, selling an estimated $79.9K and leaving 4,446 shares worth $936K. The position accounts for 0.08% of the portfolio, ranked #106.

Legacy Edge Advisors first reported a position in IBB in Q4 2023 and has held it in 12 quarters since. 700 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Legacy Edge Advisors held 4,446 shares of iShares Biotechnology ETF worth $936K as of Q3 2026.
  • Legacy Edge Advisors sold 398 iShares Biotechnology ETF shares in Q3 2026, an estimated $79.9K.
  • iShares Biotechnology ETF made up 0.08% of Legacy Edge Advisors's portfolio in Q3 2026, its #106 holding.
  • Legacy Edge Advisors first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 12 quarters since.
  • 700 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.