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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 		$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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Biotechnology ETF (IBB) stake by 5.5% in Q2 2026, buying an estimated $43.5K and bringing the position to 4,844 shares worth $921K. The position accounts for 0.08% of the portfolio, ranked #104.

Legacy Edge Advisors first reported a position in IBB in Q4 2023 and has held it in 11 quarters since. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Legacy Edge Advisors held 4,844 shares of iShares Biotechnology ETF worth $921K as of Q2 2026.
  • Legacy Edge Advisors bought 253 iShares Biotechnology ETF shares in Q2 2026, an estimated $43.5K.
  • iShares Biotechnology ETF made up 0.08% of Legacy Edge Advisors's portfolio in Q2 2026, its #104 holding.
  • Legacy Edge Advisors first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 11 quarters since.
  • 960 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.