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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
Q2 		$503K Sell
3,977
-614
-13% -$106K 0.07% 116
2026
Q1 		$775K Sell
4,591
-114
-2% -$19.5K 0.08% 105
2025
Q4 		$794K Buy
+4,705
New +$764K 0.09% 104

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Legacy Edge Advisors's IBB Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Biotechnology ETF (IBB) stake by 13% in Q2 2026, selling an estimated $106K and leaving 3,977 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #116.

Legacy Edge Advisors first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $794K in Q4 2025. 650 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Legacy Edge Advisors held 3,977 shares of iShares Biotechnology ETF worth $503K as of Q2 2026.
  • Legacy Edge Advisors sold 614 iShares Biotechnology ETF shares in Q2 2026, an estimated $106K.
  • iShares Biotechnology ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #116 holding.
  • Legacy Edge Advisors first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Biotechnology ETF position peaked at $794K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.